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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by Transcend Wealth Collective

Quarter-by-quarter ownership of iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) shares owned by Transcend Wealth Collective from 13F filings

Historical chart of Transcend Wealth Collective investment in iShares Dow Jones US Brok-Dea. Ind.ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Brok-Dea. Ind.ETF held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Brok-Dea. Ind.ETF by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 12k 128.56
2024-06-30 $1.4M 12k 116.93

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Blue Owl Capital Corporation Cef (OBDC)
Merck & Co Stock (MRK)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Fs Kkr Cap Corp Cef (FSK)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Chase & Co Stock (JPM)
Blue Owl Cap Corp Iii Stock (OBDE)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr S&p 500 Etf Trust Etf (SPY)
International Business Machs Stock (IBM)

View all positions for Transcend Wealth Collective

Top funds holding iShares Dow Jones US Brok-Dea. Ind.ETF

Envestnet Asset Management
Bank of America Corporation
Raymond James & Associates
Janney Montgomery Scott
Branch Banking & Trust Company
Fisher Investments
WestEnd Advisors
Victory Capital Management
LPL Financial
Morgan Stanley
Assetmark
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
MinichMacGregor Wealth Management

View all funds holding iShares Dow Jones US Brok-Dea. Ind.ETF