Kathleen S. Wright Associates »

Ishares Tr cmn shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $10k 443 22.98
2024-09-30 $10k 443 23.45
2024-06-30 $10k 443 22.57
2024-03-31 $10k 443 22.77
2023-12-31 $10k 443 23.04

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

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
Assetmark
Morgan Stanley
Charles Schwab Investment Management
FMR
BlackRock
Fund Evaluation Group
Morningstar Investment Management
Mutual Advisors

View all funds holding Ishares Tr cmn