Ishares Tr shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr
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All positions including Ishares Tr held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $288k | 4.1k | 69.98 |
| 2024-06-30 | $216k | 3.1k | 70.23 |
| 2024-03-31 | $202k | 3.1k | 65.11 |
| 2021-12-31 | $221k | 3.2k | 68.04 |