GRIMES & Co WEALTH MANAGEMENT, LLC
Position in IEZ — iShares U.S. Oil Equipment & Services ETF
CIK 1321993
WESTBOROUGH, MA
All Filings in IEZ
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 IEZ | $1,478,004 | 74,609 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 IEZ | $954,958 | 47,534 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 IEZ | $1,063,682 | 47,763 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 IEZ | $1,125,408 | 47,586 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 IEZ | $1,081,204 | 49,325 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 IEZ | $1,183,296 | 49,222 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 IEZ | $1,009,018 | 50,150 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 IEZ | $1,023,361 | 52,969 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 IEZ | $1,122,942 | 52,969 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 IEZ | $792,576 | 55,040 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 IEZ | $878,988 | 55,040 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 IEZ | $1,135,129 | 58,876 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 IEZ | $1,132,296 | 87,843 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 IEZ | $1,202,570 | 87,843 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 IEZ | $1,345,754 | 87,843 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 IEZ | $1,261,384 | 94,063 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 IEZ | $1,057,268 | 94,063 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||