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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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All positions including Ishares Tr held by Segment Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Segment Wealth Management

Quarter filed Position value Share count Share price at filing
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