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Ishares Tr shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $49k 769 63.88
2023-09-30 $43k 746 57.09
2023-06-30 $44k 722 60.91
2023-03-31 $43k 722 59.59
2022-12-31 $43k 783 54.27
2022-09-30 $132k 2.8k 46.63
2022-06-30 $161k 2.8k 57.97
2022-03-31 $165k 2.9k 57.14
2021-12-31 $145k 2.8k 52.63

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
Hanson McClain Advisors
SigFig Wealth Management
Jpmorgan Chase & Co
Park Avenue Securities
Advisor Group Holdings
Adviser Investments
Invera Wealth Advisors
Jane Street
Sei Investments
Financial Connections Group
HighTower Advisors
UBS Group
One Wealth Advisors
Bank of America Corporation

View all funds holding Ishares Tr