Ishares Tr shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Smith, Salley & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 19k | 69.43 |
| 2025-09-30 | $1.3M | 19k | 69.08 |
| 2025-06-30 | $1.6M | 25k | 64.13 |
| 2025-03-31 | $1.4M | 25k | 57.88 |
| 2024-12-31 | $1.6M | 26k | 60.35 |
| 2024-09-30 | $1.5M | 26k | 58.77 |
| 2024-06-30 | $1.4M | 26k | 55.69 |
| 2024-03-31 | $1.4M | 26k | 53.81 |
| 2023-12-31 | $1.3M | 27k | 48.29 |
| 2023-09-30 | $1.2M | 27k | 43.32 |
| 2023-06-30 | $1.2M | 27k | 44.56 |
| 2023-03-31 | $1.1M | 27k | 41.44 |
| 2022-12-31 | $1.0M | 27k | 39.01 |
| 2022-09-30 | $972k | 27k | 36.23 |
| 2022-06-30 | $1.0M | 27k | 37.91 |
| 2022-03-31 | $1.2M | 28k | 44.47 |
| 2021-12-31 | $1.3M | 28k | 46.54 |
| 2021-09-30 | $1.2M | 29k | 42.14 |
| 2021-06-30 | $1.2M | 29k | 42.82 |
| 2021-03-31 | $1.2M | 29k | 40.63 |
| 2020-12-31 | $1.1M | 29k | 37.68 |
More positions owned by Smith, Salley & Associates
View all positions for Smith, Salley & Associates