Ishares Tr shares owned by Sunbelt Securities
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39k | 759 | 51.49 |
| 2025-06-30 | $511k | 11k | 45.30 |
| 2025-03-31 | $39k | 907 | 42.77 |
| 2024-12-31 | $514k | 11k | 45.61 |
| 2024-09-30 | $508k | 12k | 44.22 |
| 2024-06-30 | $485k | 12k | 42.05 |
| 2024-03-31 | $490k | 12k | 40.29 |
| 2023-12-31 | $413k | 11k | 36.39 |
| 2023-09-30 | $401k | 12k | 32.43 |