Ishares Tr shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr by Gradient Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $775k | 30k | 25.71 |
2024-06-30 | $640k | 26k | 24.56 |
2024-03-31 | $598k | 24k | 24.81 |
2023-12-31 | $592k | 24k | 25.23 |
2023-09-30 | $372k | 16k | 23.48 |
2023-06-30 | $390k | 16k | 24.62 |
2023-03-31 | $332k | 13k | 25.07 |