Kingsview Wealth Management »

Ishares Tr shares owned by Kingsview Wealth Management

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Kingsview Wealth Management from 13F filings

Historical chart of Kingsview Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 94k 48.29
2023-09-30 $3.1M 73k 43.32
2023-06-30 $3.1M 71k 44.56
2023-03-31 $2.7M 65k 41.44
2022-12-31 $2.5M 64k 39.01
2022-09-30 $753k 21k 36.22

More positions owned by Kingsview Wealth Management

Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Procap (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambasadr (MAMB)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)

View all positions for Kingsview Wealth Management

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