Money Concepts Capital Corp »

Ishares Tr cmn shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Money Concepts Capital Corp 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 Tr cmn by Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 56k 23.03
2022-12-31 $4.7M 209k 22.72
2022-09-30 $135k 6.0k 22.68
2022-06-30 $125k 5.2k 24.08
2022-03-31 $211k 8.5k 24.92
2021-12-31 $31k 1.2k 26.79
2021-03-31 $1.0M 39k 26.19
2020-12-31 $1.4M 51k 27.24

More positions owned by Money Concepts Capital Corp

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Russell 2000 Etf (IWM)
Listed Fds Tr Roundhill Magnif (MAGS)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPTM)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPAB)

View all positions for Money Concepts Capital Corp

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn