Ishares Tr shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr by Atlantic Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.4M | 85k | 40.29 |
2023-12-31 | $3.1M | 85k | 36.39 |
2023-09-30 | $2.7M | 85k | 32.43 |
2023-06-30 | $2.9M | 85k | 33.81 |
2023-03-31 | $2.6M | 84k | 30.90 |
2022-12-31 | $2.3M | 80k | 28.43 |
2022-09-30 | $2.1M | 79k | 26.84 |
2022-06-30 | $2.3M | 79k | 28.38 |
2022-03-31 | $1.6M | 47k | 34.36 |
2021-12-31 | $1.7M | 47k | 36.74 |