Financial Connections Group »

Ishares Tr shares owned by Financial Connections Group

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Financial Connections Group from 13F filings

Historical chart of Financial Connections Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Financial Connections Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Financial Connections Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 56k 63.87
2023-09-30 $3.0M 52k 57.09
2023-06-30 $3.0M 49k 60.89
2023-03-31 $3.1M 53k 59.58
2022-12-31 $2.9M 54k 54.27
2022-09-30 $2.5M 54k 46.58
2022-06-30 $2.8M 54k 52.14
2022-03-31 $2.0M 32k 60.98
2021-12-31 $1.6M 24k 68.77

More positions owned by Financial Connections Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Esg Msci Usa Etf (USXF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Msci Gbl Min Vol (ACWV)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Eafe Etf (DMXF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Financial Connections Group

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
Hanson McClain Advisors
Jpmorgan Chase & Co
SigFig Wealth Management
Park Avenue Securities
Advisor Group Holdings
Adviser Investments
Invera Wealth Advisors
Jane Street
Financial Connections Group
UBS Group
HighTower Advisors
One Wealth Advisors
Bank of America Corporation
Klaas Financial Asset Advisors

View all funds holding Ishares Tr