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Ishares Tr shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Ishares Tr

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All positions including Ishares Tr held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $461k 15k 30.80
2023-09-30 $396k 15k 26.40
2023-06-30 $400k 15k 26.69
2023-03-31 $421k 16k 26.61
2022-12-31 $14M 484k 28.14
2022-09-30 $13M 485k 25.67