Ishares Tr unit shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of Ishares Tr unit shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in Ishares Tr unit
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Quarterly reported holdings in Ishares Tr unit by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $986k | 26k | 37.70 |
| 2017-12-31 | $931k | 26k | 36.36 |
| 2016-12-31 | $5.0k | 199 | 25.13 |