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Ishares Tr cmn shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.8M 294k 23.04
2023-09-30 $1.6M 71k 22.04
2022-12-31 $1.3M 58k 22.72
2022-09-30 $991k 44k 22.77
2022-06-30 $956k 40k 23.90
2022-03-31 $1.0M 40k 24.90

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding Ishares Tr cmn

Bank of America Corporation
Branch Banking & Trust Company
Hanson McClain Advisors
Pnc Financial Services
Assetmark
Charles Schwab Investment Management
Goldman Sachs Group
Fund Evaluation Group
Peavine Capital Management
Jpmorgan Chase & Co
Prime Capital Investment Advisors
Mutual Advisors
United Capital Financial Advisers
UBS Group
Nationwide Fund Advisors

View all funds holding Ishares Tr cmn