Ishares Tr shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $231k | 3.1k | 75.74 |
| 2025-06-30 | $232k | 3.1k | 74.44 |
| 2025-03-31 | $224k | 3.3k | 67.34 |
| 2024-12-31 | $267k | 4.1k | 64.62 |
| 2024-09-30 | $269k | 3.7k | 72.04 |
| 2024-06-30 | $248k | 3.7k | 67.43 |
| 2024-03-31 | $246k | 3.6k | 68.13 |
| 2023-12-31 | $226k | 3.5k | 63.88 |
| 2023-09-30 | $192k | 3.4k | 57.09 |
| 2023-06-30 | $199k | 3.3k | 60.91 |
| 2023-03-31 | $195k | 3.3k | 59.59 |
| 2022-03-31 | $211k | 3.5k | 60.95 |
| 2021-12-31 | $189k | 2.8k | 68.70 |