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Ishares Tr fund shares owned by Kades & Cheifetz

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Kades & Cheifetz from 13F filings

Historical chart of Kades & Cheifetz investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Kades & Cheifetz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2024-12-31 $325k 7.0k 46.62

More positions owned by Kades & Cheifetz

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Strategy Ns 7handl Idx (HNDL)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Kades & Cheifetz

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Mercer Global Advisors
Francis Financial
Royal Bank of Canada
Creative Planning
LPL Financial
Impact Investors
Envestnet Asset Management
Seeds Investor
Bank of New York Mellon
Jane Street
UBS Group
Assetmark
Laurel Wealth Planning

View all funds holding Ishares Tr fund