Ishares Tr shares owned by Opes Wealth Management
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Opes Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 40k | 49.08 |
| 2024-06-30 | $1.8M | 38k | 46.58 |
| 2024-03-31 | $1.7M | 38k | 45.15 |
| 2023-12-31 | $1.6M | 40k | 39.82 |
| 2023-09-30 | $1.4M | 41k | 34.66 |
| 2023-06-30 | $1.4M | 40k | 35.95 |
| 2023-03-31 | $1.5M | 44k | 33.07 |
| 2022-12-31 | $1.1M | 37k | 30.66 |
| 2022-09-30 | $1.0M | 37k | 28.01 |
| 2022-06-30 | $958k | 32k | 29.88 |
| 2022-03-31 | $1.0M | 29k | 35.69 |
| 2021-12-31 | $1.0M | 26k | 39.43 |
| 2021-09-30 | $915k | 25k | 36.11 |
| 2021-06-30 | $534k | 15k | 36.29 |
| 2021-03-31 | $395k | 12k | 33.19 |