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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

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Quarterly 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