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Ishares Tr shares owned by Signature Wealth Management Group

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Signature Wealth Management Group from 13F filings

Historical chart of Signature Wealth Management Group investment in Ishares Tr

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All positions including Ishares Tr held by Signature Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Signature Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 86k 24.09
2023-12-31 $1.3M 50k 25.23
2023-06-30 $1.2M 48k 24.62
2023-03-31 $1.2M 47k 25.07
2022-12-31 $1.1M 46k 24.18
2022-09-30 $1.0M 43k 23.62