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Ishares Tr shares owned by Headinvest

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Headinvest from 13F filings

Historical chart of Headinvest investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Headinvest

Quarter filed Position value Share count Share price at filing
2023-12-31 $773k 31k 25.23
2023-09-30 $593k 26k 23.17
2023-06-30 $622k 26k 24.09
2023-03-31 $599k 24k 25.07
2022-12-31 $546k 23k 24.18
2022-09-30 $468k 20k 23.60