Sonoma Private Wealth »

Ishares Inc etp shares owned by Sonoma Private Wealth

Quarter-by-quarter ownership of Ishares Inc etp (EWT) shares owned by Sonoma Private Wealth from 13F filings

Historical chart of Sonoma Private Wealth investment in Ishares Inc etp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc etp held by Sonoma Private Wealth 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 Inc etp by Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $385k 7.2k 53.87
2024-06-30 $377k 7.0k 54.19
2024-03-31 $331k 6.8k 48.68

More positions owned by Sonoma Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Apple (AAPL)
Procore Technologies (PCOR)
Sprott Physical Gold & Silve Tr Unit (CEF)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
At&t (T)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Costco Wholesale Corporation (COST)

View all positions for Sonoma Private Wealth

Top funds holding Ishares Inc etp

State of Tennessee, Treasury Department
BlackRock
Northern Trust
Sun Life Financial
Jpmorgan Chase & Co
Leucadia National Corporation
Arrowstreet Capital, Limited Partnership
Citadel Advisors
Catalyst Capital Advisors
Millburn Ridgefield
Richard Bernstein Advisors
Invesco
Meitav Dash Investments
Wellington Management Company
Geode Capital Management

View all funds holding Ishares Inc etp