Ishares Tr shares owned by Instrumental Wealth
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 97k | 22.14 |
| 2025-06-30 | $2.0M | 92k | 21.75 |
| 2025-03-31 | $2.0M | 90k | 21.73 |
| 2024-12-31 | $1.9M | 89k | 21.54 |
| 2024-09-30 | $1.8M | 82k | 21.82 |
| 2024-06-30 | $1.7M | 79k | 21.48 |
| 2024-03-31 | $1.6M | 76k | 21.07 |
| 2023-12-31 | $1.7M | 77k | 21.40 |