Ishares Tr shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 40k | 25.62 |
| 2025-06-30 | $911k | 36k | 25.29 |
| 2024-12-31 | $1.0M | 42k | 24.58 |
| 2024-09-30 | $1.2M | 47k | 25.71 |
| 2024-06-30 | $371k | 15k | 24.56 |
| 2024-03-31 | $273k | 11k | 24.81 |