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Ishares Tr cmn shares owned by Halpern Financial

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

Historical chart of Halpern Financial investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4k 59 23.39
2023-12-31 $299 13 23.00
2020-03-31 $5.2k 186 28.01

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard Small Cap Etf Etf (VB)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for Halpern Financial

Top funds holding Ishares Tr cmn

LPL Financial
Envestnet Asset Management
Jump Financial
Branch Banking & Trust Company
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Morgan Stanley
Wealth Enhancement Advisory Services
Assetmark
Hanson McClain Advisors
Jordan Park Group
Charles Schwab Investment Management
Fund Evaluation Group
BlackRock

View all funds holding Ishares Tr cmn