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