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Ishares Tr shares owned by Change Path

Quarter-by-quarter ownership of Ishares Tr shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Ishares Tr

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All positions including Ishares Tr held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Change Path

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 41k 25.99

More positions owned by Change Path

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Advisorshares Tr Star Glob Buyw (VEGA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Change Path

Top funds holding Ishares Tr

Royal Bank of Canada
BlackRock
Strategic Blueprint
Balboa Wealth Partners
J. L. Bainbridge & Co
Resources Investment Advisors
Commonwealth Equity Services
Snowden Capital Advisors
Panoramic Investment Advisors
Jane Street
CRA Financial Services
Axxcess Wealth Management
Sigma Planning
Change Path
Middleton & Company

View all funds holding Ishares Tr