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Ishares Tr cmn shares owned by Cook Wealth Management Group

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Cook Wealth Management Group from 13F filings

Historical chart of Cook Wealth Management Group investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Cook Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 785k 22.70
2023-09-30 $14M 620k 21.80
2023-06-30 $5.7M 250k 22.70

More positions owned by Cook Wealth Management Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Global X Fds Nasdaq 100 Cover (QYLD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Cook Wealth Management Group

Top funds holding Ishares Tr cmn

Bank of America Corporation
Branch Banking & Trust Company
Hanson McClain Advisors
Pnc Financial Services
Assetmark
Charles Schwab Investment Management
Goldman Sachs Group
Fund Evaluation Group
Peavine Capital Management
Jpmorgan Chase & Co
Prime Capital Investment Advisors
United Capital Financial Advisers
Mutual Advisors
UBS Group
Nationwide Fund Advisors

View all funds holding Ishares Tr cmn