Ishares Tr shares owned by Opes Wealth Management
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Opes Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 20k | 75.74 |
| 2025-06-30 | $1.5M | 20k | 74.44 |
| 2024-12-31 | $1.4M | 22k | 64.62 |
| 2024-09-30 | $1.6M | 22k | 72.04 |
| 2024-06-30 | $1.4M | 21k | 67.43 |
| 2024-03-31 | $1.5M | 22k | 68.13 |
| 2023-12-31 | $1.5M | 24k | 63.88 |
| 2023-09-30 | $1.3M | 24k | 57.09 |
| 2023-06-30 | $1.2M | 20k | 60.91 |
| 2023-03-31 | $1.1M | 19k | 59.59 |
| 2022-12-31 | $877k | 16k | 54.27 |
| 2022-09-30 | $737k | 16k | 46.60 |
| 2022-06-30 | $680k | 13k | 52.13 |
| 2022-03-31 | $777k | 13k | 60.97 |
| 2021-12-31 | $706k | 10k | 68.78 |
| 2021-09-30 | $520k | 7.7k | 67.80 |
| 2021-06-30 | $293k | 4.3k | 67.67 |
| 2021-03-31 | $218k | 3.4k | 64.88 |