Ishares Tr shares owned by Us Financial Advisors
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Us Financial Advisors
from 13F filings
Historical chart of Us Financial Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Us Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.3M | 31k | 42.78 |
| 2024-12-31 | $1.4M | 30k | 45.30 |
| 2024-09-30 | $1.3M | 30k | 44.22 |
| 2024-06-30 | $1.5M | 37k | 42.05 |
| 2024-03-31 | $1.6M | 40k | 40.29 |
| 2023-12-31 | $1.4M | 39k | 36.39 |
| 2023-09-30 | $1.2M | 36k | 32.43 |
| 2023-06-30 | $1.1M | 34k | 33.82 |
| 2023-03-31 | $1.2M | 37k | 30.90 |
| 2022-12-31 | $988k | 35k | 28.43 |