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Ishares Tr shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $497k 6.9k 72.03
2024-06-30 $400k 5.8k 69.06
2024-03-31 $52k 797 65.46
2023-12-31 $49k 769 63.88
2023-09-30 $43k 746 57.09
2023-06-30 $44k 722 60.91
2023-03-31 $43k 722 59.59
2022-12-31 $43k 783 54.27
2022-09-30 $132k 2.8k 46.63
2022-06-30 $161k 2.8k 57.97
2022-03-31 $165k 2.9k 57.14
2021-12-31 $145k 2.8k 52.63

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
BlackRock
Envestnet Portfolio Solutions
Syntrinsic
Jpmorgan Chase & Co
LPL Financial
Park Avenue Securities
Sei Investments
SigFig Wealth Management
Hanson McClain Advisors
Mml Investors Services
Adviser Investments
Balanced Rock Investment Advisors
Cetera Investment Advisers

View all funds holding Ishares Tr