Ishares Tr shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.3M | 20k | 67.43 |
| 2024-03-31 | $1.3M | 18k | 68.13 |
| 2023-12-31 | $1.1M | 17k | 63.88 |
| 2023-09-30 | $846k | 15k | 57.09 |
| 2023-06-30 | $760k | 13k | 60.91 |
| 2023-03-31 | $701k | 12k | 59.59 |
| 2022-12-31 | $562k | 10k | 54.27 |
| 2022-09-30 | $341k | 7.3k | 46.62 |
| 2022-06-30 | $371k | 7.1k | 52.14 |
| 2022-03-31 | $443k | 7.3k | 61.04 |
| 2021-12-31 | $196k | 2.9k | 68.68 |
| 2021-09-30 | $194k | 2.9k | 67.71 |
| 2021-03-31 | $171k | 2.6k | 64.91 |
More positions owned by Steward Partners Investment Advisory
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