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Ishares Trust Barclays shares owned by Institute For Wealth Management

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Institute For Wealth Management from 13F filings

Historical chart of Institute For Wealth Management investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.3k 68 48.66
2019-12-31 $10k 189 52.91
2018-03-31 $1.2M 25k 49.91
2017-12-31 $2.1M 41k 51.13
2017-09-30 $688k 13k 51.56
2017-06-30 $678k 13k 51.43
2015-12-31 $1.3M 27k 50.65
2015-09-30 $2.0M 38k 51.77
2015-06-30 $1.4M 27k 51.36
2015-03-31 $1.4M 28k 52.14
2014-12-31 $1.6M 30k 51.19
2014-09-30 $2.1M 42k 51.28