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Ishares Tr shares owned by Private Advisor

Quarter-by-quarter ownership of Ishares Tr (GOVZ) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $312k 26k 11.81
2024-06-30 $284k 26k 10.76
2024-03-31 $384k 34k 11.37
2023-12-31 $203k 17k 12.30

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NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

Top funds holding Ishares Tr

Consolidated Planning Corp
LPL Financial
Traphagen Investment Advisors
Jane Street
Strategies Wealth Advisors
Cerro Pacific Wealth Advisors
Wealth Enhancement Advisory Services
Royal Bank of Canada
Raymond James Financial Services Advisors
LaSalle St. Investment Advisors
Bank of America Corporation
Commonwealth Equity Services
SpiderRock Advisors
Brown Advisory Holdings Incorporated
Susquehanna International

View all funds holding Ishares Tr