Ishares Tr shares owned by VERITY Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by VERITY Wealth Advisors
from 13F filings
Historical chart of VERITY Wealth Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by VERITY Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by VERITY Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $875k | 13k | 68.13 |
| 2023-12-31 | $643k | 10k | 63.88 |
| 2023-09-30 | $591k | 10k | 57.09 |
| 2023-06-30 | $616k | 10k | 60.91 |
| 2023-03-31 | $559k | 9.4k | 59.59 |
| 2022-12-31 | $509k | 9.4k | 54.27 |
| 2022-09-30 | $497k | 11k | 46.56 |
| 2022-06-30 | $568k | 11k | 52.11 |