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Ishares Tr shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 3.4k 72.04
2024-06-30 $228k 3.4k 67.43
2024-03-31 $230k 3.4k 68.13
2023-12-31 $216k 3.4k 63.88

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Aurum Wealth Management Group

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
Envestnet Portfolio Solutions
Syntrinsic
Jpmorgan Chase & Co
LPL Financial
Park Avenue Securities
SigFig Wealth Management
Hanson McClain Advisors
Sei Investments
Cetera Investment Advisers
Mml Investors Services
Adviser Investments
Balanced Rock Investment Advisors
Old Mission Capital

View all funds holding Ishares Tr