Ishares Tr shares owned by VERITY Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by VERITY Wealth Advisors
from 13F filings
Historical chart of VERITY Wealth Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by VERITY Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr by VERITY Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.3M | 26k | 49.08 |
2024-06-30 | $1.2M | 26k | 46.58 |
2024-03-31 | $1.2M | 26k | 45.15 |
2023-12-31 | $925k | 23k | 39.82 |
2023-09-30 | $727k | 21k | 34.66 |
2023-06-30 | $754k | 21k | 35.95 |
2023-03-31 | $521k | 16k | 33.07 |
2022-12-31 | $486k | 16k | 30.66 |
2022-09-30 | $705k | 25k | 28.00 |
2022-06-30 | $752k | 25k | 29.87 |