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Ishares Tr shares owned by Market Street Wealth Management Advisors

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Market Street Wealth Management Advisors from 13F filings

Historical chart of Market Street Wealth Management Advisors investment in Ishares Tr

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All positions including Ishares Tr held by Market Street Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Market Street Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 46k 58.77
2024-06-30 $2.8M 50k 55.69
2024-03-31 $3.2M 60k 53.81
2023-12-31 $3.6M 74k 48.29
2023-09-30 $21M 488k 43.32
2023-06-30 $16M 363k 44.56
2023-03-31 $15M 369k 41.44
2022-12-31 $21M 549k 39.01