iShares Dow Jones US Financial Svc. shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $307k | 3.9k | 77.81 |
| 2024-09-30 | $280k | 3.9k | 71.03 |
| 2024-06-30 | $257k | 3.9k | 65.21 |
| 2024-03-31 | $261k | 3.9k | 66.30 |
| 2023-12-31 | $236k | 1.3k | 179.26 |
| 2023-09-30 | $203k | 1.3k | 154.63 |
| 2023-06-30 | $208k | 1.3k | 157.98 |
| 2023-03-31 | $568k | 2.4k | 234.13 |
| 2022-12-31 | $424k | 2.7k | 157.62 |
| 2022-06-30 | $223k | 1.5k | 148.27 |
| 2021-12-31 | $290k | 1.5k | 192.82 |
| 2021-09-30 | $283k | 1.5k | 188.16 |
| 2021-06-30 | $284k | 1.5k | 185.14 |
| 2021-03-31 | $262k | 1.5k | 171.35 |
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