Ishares Tr shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $403k | 6.1k | 66.00 |
| 2025-12-31 | $311k | 4.5k | 69.43 |
| 2025-09-30 | $310k | 4.5k | 69.08 |
| 2025-06-30 | $288k | 4.5k | 64.13 |
| 2025-03-31 | $264k | 4.6k | 57.88 |
| 2024-12-31 | $280k | 4.6k | 60.35 |
| 2024-09-30 | $270k | 4.6k | 58.77 |
| 2024-06-30 | $270k | 4.9k | 55.69 |
| 2024-03-31 | $261k | 4.9k | 53.81 |