Ishares Tr shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 86k | 22.15 |
| 2025-06-30 | $1.8M | 82k | 21.98 |
| 2025-03-31 | $1.8M | 82k | 21.72 |
| 2024-12-31 | $1.6M | 76k | 21.36 |
| 2024-09-30 | $1.1M | 52k | 22.17 |
| 2024-06-30 | $983k | 46k | 21.26 |
| 2024-03-31 | $764k | 36k | 21.40 |
| 2023-12-31 | $510k | 24k | 21.64 |
| 2023-09-30 | $204k | 10k | 20.38 |