Ishares Tr shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $707k | 9.5k | 74.44 |
| 2025-03-31 | $645k | 9.6k | 67.34 |
| 2024-12-31 | $982k | 15k | 64.62 |
| 2024-09-30 | $946k | 13k | 72.04 |
| 2024-06-30 | $780k | 12k | 67.43 |
| 2024-03-31 | $777k | 11k | 68.13 |
| 2023-12-31 | $694k | 11k | 63.88 |
| 2023-09-30 | $615k | 11k | 57.09 |
| 2023-06-30 | $691k | 11k | 60.91 |
| 2023-03-31 | $683k | 12k | 59.59 |
| 2022-12-31 | $577k | 11k | 54.27 |
| 2022-09-30 | $720k | 16k | 46.56 |
| 2022-06-30 | $465k | 8.9k | 52.10 |
| 2022-03-31 | $660k | 11k | 61.00 |
| 2021-12-31 | $766k | 11k | 68.74 |
| 2021-09-30 | $577k | 8.5k | 67.80 |
| 2021-06-30 | $471k | 7.0k | 67.66 |