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Ishares Tr shares owned by Pasadena Private Wealth

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Pasadena Private Wealth from 13F filings

Historical chart of Pasadena Private Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $267k 10k 26.70
2023-12-31 $4.9M 178k 27.47
2023-06-30 $1.5M 43k 33.50
2023-03-31 $481k 14k 34.56

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Flexshares Tr Mornstar Upstr (GUNR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Pasadena Private Wealth

Top funds holding Ishares Tr

Jane Street
Franklin Resources
Tortoise Investment Management
Emerald Investment Partners
Fortress Wealth Group
Advisor Group Holdings
Anthracite Investment Company
Retirement Group
LPL Financial
Susquehanna International
Janney Montgomery Scott
Branch Banking & Trust Company
Atomi Financial Group
Elmwood Wealth Management
Royal Bank of Canada

View all funds holding Ishares Tr