Ishares Tr shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (EAOA) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $318k | 7.8k | 40.78 |
| 2025-06-30 | $296k | 7.7k | 38.54 |
| 2024-12-31 | $273k | 7.6k | 35.72 |
| 2024-09-30 | $280k | 7.6k | 36.64 |
| 2024-06-30 | $271k | 7.8k | 34.68 |
| 2024-03-31 | $266k | 7.8k | 34.08 |
| 2023-12-31 | $244k | 7.6k | 32.06 |
| 2023-09-30 | $223k | 7.6k | 29.38 |
| 2023-06-30 | $239k | 7.8k | 30.78 |
| 2023-03-31 | $226k | 7.7k | 29.53 |