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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

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All positions including Ishares Tr held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
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