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Ishares Tr shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $392k 8.1k 48.29
2023-09-30 $7.4k 170 43.32

More positions owned by Cary Street Partner Investment Advisory

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Growth Etf Etf (VUG)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Adobe Stock (ADBE)
Amazon Stock (AMZN)
Vanguard Value Etf Etf (VTV)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Eafe Growth Etf Etf (EFG)
Vanguard Total Stock Market Etf Etf (VTI)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Texas Instrs Stock (TXN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Cary Street Partner Investment Advisory

Top funds holding Ishares Tr

Alan Leist III
SigFig Wealth Management
Tolleson Wealth Management
Wells Fargo & Company
Plan
Ullmann Financial
Stokes Family Office
Bsc Private Wealth Management
Halbert Hargrove Global Advisors
Jpmorgan Chase & Co
Phillips Financial Management
Cardinal Point Capital Management, ULC
Colony
Cora Capital Advisors
Bank of America Corporation

View all funds holding Ishares Tr