Ishares Tr shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Ishares Tr
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All positions including Ishares Tr held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr by United Capital Financial Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.6M | 36k | 72.04 |
2024-06-30 | $1.9M | 29k | 67.43 |
2024-03-31 | $1.7M | 25k | 68.13 |
2023-12-31 | $1.6M | 25k | 63.88 |
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