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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr by Wells Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $89k | 4.2k | 21.26 |
2024-03-31 | $90k | 4.2k | 21.40 |