Ishares Tr shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 51k | 68.13 |
| 2023-09-30 | $3.4M | 60k | 57.09 |
| 2023-06-30 | $3.7M | 60k | 60.91 |
| 2023-03-31 | $3.6M | 60k | 59.59 |
| 2022-12-31 | $3.4M | 63k | 54.27 |
| 2022-06-30 | $2.5M | 47k | 52.15 |
| 2022-03-31 | $3.1M | 51k | 61.00 |
| 2021-12-31 | $2.0M | 30k | 68.77 |
| 2021-09-30 | $1.7M | 26k | 67.77 |
| 2021-06-30 | $1.2M | 18k | 67.72 |
| 2021-03-31 | $828k | 13k | 64.94 |