Ishares Tr shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 47k | 26.23 |
| 2025-06-30 | $1.2M | 47k | 25.91 |
| 2025-03-31 | $1.2M | 47k | 25.56 |
| 2024-12-31 | $1.1M | 42k | 25.10 |
| 2024-09-30 | $250k | 9.5k | 26.40 |
| 2024-06-30 | $239k | 9.5k | 25.20 |
| 2024-03-31 | $242k | 9.5k | 25.48 |