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iShares Dow Jones US Reg Banks Ind. shares owned by Angeles Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by Angeles Wealth Management from 13F filings

Historical chart of Angeles Wealth Management investment in iShares Dow Jones US Reg Banks Ind.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Reg Banks Ind. held by Angeles Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3k 100 43.38
2023-09-30 $3.4k 100 33.60
2023-06-30 $3.4k 100 33.85
2023-03-31 $3.6k 100 35.79

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ares Management Corporation Cl A Com Stk (ARES)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Msci World Etf (URTH)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Apple (AAPL)

View all positions for Angeles Wealth Management

Top funds holding iShares Dow Jones US Reg Banks Ind.

Morgan Stanley
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Jpmorgan Chase & Co
Us Bancorp
Wells Fargo & Company
Royal Bank of Canada
LPL Financial
Citadel Advisors
Raymond James Financial Services Advisors
Susquehanna International
UBS Group
Ameriprise Financial
Branch Banking & Trust Company
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Reg Banks Ind.