Ishares Tr shares owned by Oak Family Advisors
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Oak Family Advisors
from 13F filings
Historical chart of Oak Family Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Oak Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 9.9k | 22.15 |
| 2025-06-30 | $251k | 11k | 21.98 |
| 2025-03-31 | $439k | 20k | 21.72 |
| 2024-12-31 | $2.9M | 138k | 21.36 |
| 2024-09-30 | $4.6M | 208k | 22.17 |
| 2024-06-30 | $4.4M | 209k | 21.26 |
| 2024-03-31 | $4.4M | 208k | 21.40 |
| 2023-12-31 | $4.1M | 191k | 21.64 |