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Ishares Tr Index option shares owned by Swan Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr Index option shares owned by Swan Wealth Advisors from 13F filings

Historical chart of Swan Wealth Advisors investment in Ishares Tr Index option

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr Index option by Swan Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $25M 615k 40.00
2023-09-30 $25M 663k 38.03
2023-06-30 $25M 660k 38.00
2023-03-31 $25M 669k 38.00
2022-12-31 $27M 696k 38.00
2022-09-30 $29M 741k 39.35
2022-06-30 $28M 611k 46.00
2022-03-31 $41M 886k 46.65
2021-12-31 $39M 837k 46.03
2021-09-30 $35M 673k 51.53
2021-06-30 $43M 828k 51.64
2021-03-31 $34M 665k 51.47
2020-12-31 $34M 695k 49.00
2020-09-30 $83M 2.1M 40.39
2020-06-30 $47M 1.2M 40.31
2020-03-31 $36M 984k 36.91
2019-12-31 $38M 885k 42.63
2019-09-30 $64M 1.7M 38.46
2019-06-30 $79M 2.1M 38.68
2019-03-31 $54M 1.2M 45.44
2018-12-31 $56M 1.5M 38.69
2018-09-30 $6.6M 14k 470.23
2018-06-30 $378k 1.3k 298.58
2018-03-31 $286k 1.5k 187.42
2017-12-31 $1.7M 6.1k 277.50
2016-12-31 $2.7M 2.6k 1064.71
2015-12-31 $238k 3.0k 78.60
2015-09-30 $325k 837 388.29