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Ishares Tr shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $410k 5.7k 72.04
2024-06-30 $338k 5.0k 67.43
2024-03-31 $490k 7.2k 68.13
2023-09-30 $383k 6.7k 57.09
2023-06-30 $379k 6.2k 60.91
2023-03-31 $330k 5.5k 59.59
2022-12-31 $357k 6.6k 54.27
2022-09-30 $242k 5.2k 46.51
2022-03-31 $293k 4.8k 60.98