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Ishares Tr shares owned by Adviser Investments

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Adviser Investments from 13F filings

Historical chart of Adviser Investments investment in Ishares Tr

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All positions including Ishares Tr held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Adviser Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 100k 72.04
2024-06-30 $7.0M 104k 67.43
2024-03-31 $6.6M 96k 68.13
2023-12-31 $6.1M 96k 63.88
2023-09-30 $7.2M 126k 57.09
2023-06-30 $7.7M 127k 60.91
2023-03-31 $7.3M 122k 59.59
2022-12-31 $7.0M 123k 57.11
2022-09-30 $5.2M 112k 46.58