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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
Adviser Investments
SigFig Wealth Management
Jpmorgan Chase & Co
Advisor Group Holdings
Park Avenue Securities
Mackenzie Financial
Hanson McClain Advisors
Financial Connections Group
Spinnaker Trust
Invera Wealth Advisors
Atria Wealth Solutions
Royal Bank of Canada
One Wealth Advisors
Goldman Sachs Group

View all funds holding Ishares Tr