Ishares Tr shares owned by Quantum Financial Advisors
Quarter-by-quarter ownership of Ishares Tr (IBID) shares owned by Quantum Financial Advisors
from 13F filings
Historical chart of Quantum Financial Advisors investment in Ishares Tr
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All positions including Ishares Tr held by Quantum Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Quantum Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 262k | 26.27 |
| 2025-06-30 | $6.1M | 234k | 26.21 |
| 2025-03-31 | $5.5M | 209k | 26.29 |
| 2024-12-31 | $4.8M | 188k | 25.51 |
| 2024-09-30 | $4.4M | 171k | 25.91 |
| 2024-06-30 | $4.2M | 163k | 25.72 |
| 2024-03-31 | $3.9M | 153k | 25.56 |
| 2023-12-31 | $216k | 8.5k | 25.41 |
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