Ishares Tr shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $234k | 5.4k | 43.32 |
| 2024-09-30 | $249k | 5.6k | 44.30 |
| 2024-06-30 | $277k | 6.5k | 42.55 |
| 2024-03-31 | $271k | 6.3k | 42.83 |
| 2023-12-31 | $259k | 6.0k | 43.26 |
| 2023-09-30 | $271k | 6.6k | 40.85 |
| 2023-06-30 | $340k | 8.0k | 42.58 |
| 2023-03-31 | $343k | 7.9k | 43.23 |
| 2022-12-31 | $889k | 21k | 42.20 |
| 2022-09-30 | $1.1M | 27k | 41.85 |
| 2022-06-30 | $923k | 21k | 44.01 |
| 2022-03-31 | $1.2M | 25k | 46.46 |
| 2021-12-31 | $1.2M | 24k | 49.45 |
| 2021-09-30 | $980k | 20k | 49.59 |
| 2021-06-30 | $766k | 15k | 49.69 |
| 2021-03-31 | $388k | 7.9k | 49.05 |