Ishares Trust Barclays shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in Ishares Trust Barclays
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Quarterly reported holdings in Ishares Trust Barclays by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 23k | 49.07 |
| 2023-06-30 | $34 | 1 | 34.00 |
| 2022-12-31 | $5.8M | 125k | 45.91 |
| 2022-09-30 | $5.8M | 126k | 45.85 |
| 2022-06-30 | $6.0M | 124k | 48.11 |
| 2022-03-31 | $6.3M | 126k | 49.85 |
| 2021-12-31 | $6.7M | 126k | 53.03 |
| 2021-09-30 | $2.8M | 52k | 54.06 |
| 2021-06-30 | $2.8M | 51k | 54.38 |
| 2021-03-31 | $2.7M | 50k | 53.86 |
| 2020-12-31 | $2.6M | 47k | 55.33 |
| 2020-09-30 | $2.3M | 42k | 55.52 |
| 2020-06-30 | $2.2M | 40k | 54.92 |
| 2020-03-31 | $2.0M | 37k | 53.69 |