Ishares Tr shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $741k | 15k | 49.08 |
| 2024-06-30 | $695k | 15k | 47.21 |
| 2024-03-31 | $90k | 2.1k | 42.65 |
| 2023-12-31 | $84k | 2.1k | 39.82 |
| 2023-09-30 | $73k | 2.1k | 34.66 |
| 2023-06-30 | $78k | 2.2k | 35.95 |
| 2023-03-31 | $72k | 2.2k | 33.07 |
| 2022-12-31 | $68k | 2.2k | 30.66 |
| 2022-09-30 | $229k | 8.2k | 28.01 |
| 2022-06-30 | $244k | 8.5k | 28.57 |
| 2022-03-31 | $365k | 10k | 35.02 |
| 2021-12-31 | $443k | 11k | 41.67 |
More positions owned by EverSource Wealth Advisors
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