Ishares Trust Barclays shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in Ishares Trust Barclays
Tip: Access up to 7 years of quarterly data
All positions including Ishares Trust Barclays held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Trust Barclays by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $275k | 5.8k | 47.20 |
| 2024-09-30 | $396k | 8.1k | 48.93 |
| 2024-06-30 | $484k | 10k | 46.95 |
| 2024-03-31 | $498k | 11k | 47.10 |
| 2023-12-31 | $490k | 11k | 46.79 |
| 2023-09-30 | $469k | 10k | 45.04 |
| 2023-06-30 | $515k | 11k | 45.86 |
| 2023-03-31 | $560k | 12k | 46.19 |
| 2022-12-31 | $17M | 380k | 45.91 |
| 2022-09-30 | $17M | 374k | 45.85 |
| 2022-06-30 | $18M | 366k | 48.11 |
| 2022-03-31 | $17M | 349k | 49.85 |
| 2021-12-31 | $18M | 339k | 53.03 |
| 2021-09-30 | $25M | 457k | 54.06 |
| 2021-06-30 | $24M | 434k | 54.38 |
| 2021-03-31 | $22M | 416k | 53.86 |
| 2020-12-31 | $21M | 385k | 55.33 |
| 2020-09-30 | $19M | 333k | 55.52 |
| 2020-06-30 | $16M | 297k | 54.92 |
| 2020-03-31 | $11M | 213k | 53.69 |
| 2019-12-31 | $999 | 26 | 38.46 |
| 2019-09-30 | $999 | 26 | 38.46 |
| 2019-06-30 | $999 | 26 | 38.46 |
| 2019-03-31 | $999 | 26 | 38.46 |
| 2018-12-31 | $999 | 26 | 38.46 |
| 2018-09-30 | $999 | 26 | 38.46 |
| 2018-06-30 | $999 | 26 | 38.46 |
More positions owned by Wealthcare Advisory Partners
View all positions for Wealthcare Advisory Partners