iShares Dow Jones US Reg Banks Ind. shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares Dow Jones US Reg Banks Ind.
Tip: Access up to 7 years of quarterly data
All positions including iShares Dow Jones US Reg Banks Ind. held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by SOA Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $234k | 4.9k | 47.54 |
2024-06-30 | $217k | 5.2k | 41.46 |
2024-03-31 | $227k | 5.2k | 43.38 |
2023-12-31 | $219k | 5.2k | 41.84 |
2023-09-30 | $176k | 5.2k | 33.60 |
2023-06-30 | $177k | 5.2k | 33.85 |
2023-03-31 | $83k | 2.3k | 35.79 |
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