Swan Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 $26M 347k 74.93
2023-09-30 $26M 394k 65.98
2023-06-30 $29M 440k 66.22
2023-03-31 $30M 449k 66.19
2022-12-31 $31M 478k 65.00
2022-09-30 $32M 519k 61.50
2022-06-30 $31M 432k 70.84
2022-03-31 $30M 399k 76.12
2021-12-31 $38M 533k 71.67
2021-09-30 $33M 451k 73.97
2021-06-30 $33M 446k 73.93
2021-03-31 $32M 434k 73.58
2020-12-31 $32M 451k 70.50
2020-09-30 $35M 571k 60.80
2020-06-30 $59M 1.0M 57.90
2020-03-31 $37M 789k 46.59
2019-12-31 $56M 823k 67.93
2019-09-30 $105M 1.8M 59.85
2019-06-30 $107M 1.8M 59.85
2019-03-31 $66M 978k 67.18
2018-12-31 $81M 1.4M 59.64
2018-09-30 $4.7M 9.6k 483.73
2018-06-30 $1.6M 3.3k 495.64
2018-03-31 $1.7M 3.5k 502.03
2017-09-30 $714k 3.3k 214.80
2017-03-31 $500k 2.7k 187.83
2015-06-30 $0 0 0.00