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Ishares Tr cmn shares owned by Financial Advisory

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Financial Advisory from 13F filings

Historical chart of Financial Advisory investment in Ishares Tr cmn

2019202020212022202320245M10M15M20M0.2M0.4M0.6M0.8M1M
Value ($)Share countHistorical GOVT position of Financial Advisory Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Ishares Tr cmn by Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $23M 994k 22.77
2023-09-30 $17M 778k 22.04
2019-06-30 $5.6M 217k 25.71
2019-03-31 $5.8M 229k 25.24
2018-12-31 $6.3M 255k 24.65

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)
Spdr Sp Midcap 400 Etf Tr Utser1 Spdcrp (MDY)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Powershs Qqq Trust Ser 1 Unit Ser 1

View all positions for Financial Advisory

Top funds holding Ishares Tr cmn

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Jpmorgan Chase & Co
Pnc Financial Services
Hanson McClain Advisors
Wealth Enhancement Advisory Services
Assetmark
Morgan Stanley
Charles Schwab Investment Management
FMR
BlackRock
Fund Evaluation Group
Morningstar Investment Management

View all funds holding Ishares Tr cmn