Ishares Tr shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $93k | 4.2k | 22.17 |
| 2024-06-30 | $89k | 4.2k | 21.26 |
| 2024-03-31 | $90k | 4.2k | 21.40 |