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Ishares Tr shares owned by Element Wealth

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Element Wealth from 13F filings

Historical chart of Element Wealth investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Element Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $51k 2.3k 21.64
2023-09-30 $48k 2.3k 20.38
2023-06-30 $50k 2.3k 21.20

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr TRS FLT RT BD (TFLO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Ishares Core Msci Emkt (IEMG)

View all positions for Element Wealth

Top funds holding Ishares Tr

Capital Investment Advisors
Bank of America Corporation
UBS Group
Golub Group
Gateway Advisory
Sigma Investment Counselors
Us Bancorp
Royal Bank of Canada
Raymond James Financial Services Advisors
Klingman & Associates
Arrow Financial Corp.
Buffington Mohr McNeal
Venture Visionary Partners
MV Capital Management
Rockefeller Capital Management

View all funds holding Ishares Tr