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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

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All positions including Ishares Tr held by Smith, Salley & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Smith, Salley & Associates

Quarter filed Position value Share count Share price at filing
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