Ishares Tr shares owned by Bradley & Co. Private Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Bradley & Co. Private Wealth Management
from 13F filings
Historical chart of Bradley & Co. Private Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Bradley & Co. Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $301k | 14k | 21.64 |
| 2023-09-30 | $284k | 14k | 20.38 |
| 2023-06-30 | $295k | 14k | 21.20 |
| 2023-03-31 | $300k | 14k | 21.53 |
| 2022-12-31 | $497k | 24k | 20.80 |
| 2022-09-30 | $478k | 24k | 20.28 |
| 2022-06-30 | $887k | 42k | 21.40 |
| 2022-03-31 | $782k | 34k | 23.17 |
| 2021-12-31 | $847k | 34k | 25.10 |
| 2021-09-30 | $821k | 33k | 25.29 |
| 2021-06-30 | $802k | 31k | 25.51 |
| 2021-03-31 | $779k | 31k | 24.77 |
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