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Ishares Tr shares owned by SOA Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by SOA Wealth Advisors from 13F filings

Historical chart of SOA Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 3.1k 72.04
2024-06-30 $207k 3.1k 67.43
2024-03-31 $209k 3.1k 68.13
2023-12-31 $196k 3.1k 63.88
2023-09-30 $166k 2.9k 57.09
2023-06-30 $177k 2.9k 60.91
2023-03-31 $173k 2.9k 59.59
2022-12-31 $131k 2.4k 54.27
2022-09-30 $32k 687 46.58
2022-06-30 $25k 484 51.65