Ishares Tr shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by MAI 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 MAI Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $250k | 5.9k | 42.29 |
2024-06-30 | $233k | 5.9k | 39.57 |
2024-03-31 | $241k | 5.9k | 41.08 |
2023-12-31 | $231k | 6.1k | 37.73 |