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
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Quarterly reported holdings in Ishares Tr by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $357k | 4.2k | 84.60 |
| 2026-03-31 | $234 | 17 | 13.80 |
| 2025-06-30 | $298k | 4.0k | 74.41 |
| 2025-03-31 | $278k | 4.1k | 67.35 |
| 2024-12-31 | $537k | 8.3k | 64.62 |
| 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
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