Ishares Tr shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $349k | 5.4k | 64.62 |
| 2024-09-30 | $384k | 5.3k | 72.05 |
| 2024-06-30 | $349k | 5.2k | 67.43 |
| 2024-03-31 | $348k | 5.1k | 68.13 |
| 2023-12-31 | $326k | 5.1k | 63.88 |
| 2023-09-30 | $289k | 5.1k | 57.09 |
| 2023-06-30 | $308k | 5.1k | 60.91 |