Ishares Tr shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.0M | 16k | 63.88 |
| 2023-09-30 | $947k | 17k | 57.09 |
| 2023-06-30 | $1.1M | 17k | 60.91 |
| 2023-03-31 | $1.1M | 18k | 59.59 |
| 2022-12-31 | $1.0M | 19k | 54.27 |
| 2022-09-30 | $912k | 20k | 46.60 |
| 2022-06-30 | $1.2M | 22k | 52.13 |
| 2022-03-31 | $1.5M | 25k | 61.00 |
| 2021-12-31 | $1.6M | 23k | 68.76 |
| 2021-09-30 | $1.5M | 22k | 67.77 |
| 2021-06-30 | $1.3M | 20k | 67.71 |
| 2021-03-31 | $1.0M | 16k | 64.90 |
| 2020-12-31 | $770k | 12k | 63.23 |