Ishares Tr shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $715k | 17k | 41.81 |
| 2024-06-30 | $606k | 16k | 37.87 |
| 2024-03-31 | $625k | 16k | 39.17 |
| 2023-12-31 | $610k | 16k | 38.26 |
| 2023-09-30 | $527k | 16k | 33.06 |
| 2023-06-30 | $558k | 16k | 35.02 |
| 2023-03-31 | $537k | 16k | 33.91 |
| 2022-12-31 | $493k | 15k | 33.22 |
| 2022-09-30 | $452k | 15k | 30.66 |
| 2022-06-30 | $478k | 15k | 32.42 |
| 2022-03-31 | $324k | 8.6k | 37.89 |
| 2021-12-31 | $348k | 8.6k | 40.69 |