Ishares Tr shares owned by Opes Wealth Management
Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 38k | 43.85 |
| 2025-06-30 | $1.6M | 39k | 41.50 |
| 2024-12-31 | $762k | 18k | 41.84 |
| 2024-09-30 | $803k | 19k | 42.29 |
| 2024-06-30 | $731k | 19k | 39.57 |
| 2024-03-31 | $748k | 18k | 41.08 |
| 2023-12-31 | $684k | 18k | 37.73 |
| 2023-09-30 | $439k | 13k | 33.87 |