Ishares Tr shares owned by Balanced Rock Investment Advisors
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Balanced Rock Investment Advisors
from 13F filings
Historical chart of Balanced Rock Investment Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Balanced Rock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 62k | 75.74 |
| 2025-06-30 | $4.5M | 61k | 74.44 |
| 2025-03-31 | $4.4M | 65k | 67.34 |
| 2024-12-31 | $4.7M | 72k | 64.62 |
| 2024-09-30 | $7.2M | 100k | 72.04 |
| 2024-06-30 | $6.6M | 98k | 67.43 |
| 2024-03-31 | $6.4M | 94k | 68.13 |
More positions owned by Balanced Rock Investment Advisors
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