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iShares Dow Jones US Consumer Goods shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Goods (IYK) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in iShares Dow Jones US Consumer Goods

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Goods held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Consumer Goods by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $529k 8.0k 65.75
2024-03-31 $626k 9.3k 67.63
2023-12-31 $592k 3.1k 191.71
2023-09-30 $576k 3.1k 186.51
2023-06-30 $615k 3.1k 199.23
2023-03-31 $615k 3.1k 199.23
2022-12-31 $626k 3.1k 202.78
2022-09-30 $584k 3.2k 179.91
2022-06-30 $633k 3.2k 195.01
2022-03-31 $650k 3.2k 200.25
2021-12-31 $650k 3.2k 200.25
2021-09-30 $583k 3.2k 179.61
2021-06-30 $597k 3.2k 183.92
2021-03-31 $575k 3.2k 177.14
2020-12-31 $563k 3.2k 173.44
2020-09-30 $485k 3.2k 149.41
2020-06-30 $414k 3.2k 127.54
2020-03-31 $351k 3.2k 108.13
2019-12-31 $466k 3.5k 133.18
2019-09-30 $443k 3.5k 126.61
2019-06-30 $445 5.8k 0.08
2019-03-31 $437k 3.7k 119.40
2018-12-31 $390k 3.7k 106.56
2018-09-30 $435k 3.7k 118.85
2018-06-30 $433k 3.7k 118.31
2018-03-31 $435k 3.7k 118.85
2017-12-31 $463k 3.7k 126.50
2017-09-30 $442k 3.7k 120.77

More positions owned by LLBH Private Wealth Management

Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Draftkings Com Cl A (DKNG)
Legalzoom (LZ)
Lions Gate Entmnt Corp Cl A Vtg (LGF.A)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Exxon Mobil Corporation (XOM)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ares Management Corporation Cl A Com Stk (ARES)
Airbnb Com Cl A (ABNB)
Target Hospitality Corp (TH)

View all positions for LLBH Private Wealth Management

Top funds holding iShares Dow Jones US Consumer Goods

International Assets Investment Management
Green Harvest Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Wells Fargo & Company
Cambridge Investment Research Advisors
Bellwether Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
CIBC World Markets
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Dow Jones US Consumer Goods