Ishares Tr dev val factor shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $797k | 30k | 26.51 |
| 2023-09-30 | $1.1M | 42k | 25.36 |
| 2023-06-30 | $886k | 35k | 25.45 |
| 2023-03-31 | $844k | 34k | 24.79 |
| 2022-12-31 | $927k | 40k | 23.17 |
| 2022-09-30 | $856k | 43k | 19.75 |
| 2022-06-30 | $201k | 9.1k | 22.15 |
| 2022-03-31 | $751k | 30k | 25.45 |
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