Ishares Tr shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $15M | 257k | 57.88 |
| 2024-12-31 | $14M | 239k | 60.35 |
| 2024-09-30 | $14M | 231k | 58.77 |
| 2024-06-30 | $13M | 229k | 55.69 |
| 2024-03-31 | $12M | 230k | 53.81 |
| 2023-12-31 | $9.7M | 202k | 48.29 |
| 2023-09-30 | $8.4M | 194k | 43.32 |
| 2023-06-30 | $9.9M | 221k | 44.56 |
| 2023-03-31 | $9.8M | 236k | 41.44 |
| 2022-12-31 | $9.4M | 240k | 39.01 |
| 2022-09-30 | $8.4M | 233k | 36.22 |
| 2022-06-30 | $8.9M | 235k | 37.90 |
| 2022-03-31 | $11M | 254k | 44.48 |
| 2021-12-31 | $9.5M | 204k | 46.56 |
| 2021-09-30 | $8.7M | 206k | 42.14 |
| 2021-06-30 | $9.6M | 223k | 42.83 |
| 2021-03-31 | $8.4M | 207k | 40.64 |
| 2020-12-31 | $7.7M | 204k | 37.67 |
| 2020-09-30 | $927k | 28k | 33.20 |
| 2020-06-30 | $621k | 20k | 31.07 |