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Ishares Tr shares owned by Houlihan Financial Resource Group

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Houlihan Financial Resource Group from 13F filings

Historical chart of Houlihan Financial Resource Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Houlihan Financial Resource Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 89k 22.17
2024-06-30 $465k 22k 21.26

More positions owned by Houlihan Financial Resource Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds Dec24 Etf
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Pfd And Incm Sec (PFF)
Amazon (AMZN)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Houlihan Financial Resource Group

Top funds holding Ishares Tr

Ameriprise Financial
Bank of America Corporation
Capital Investment Advisors
Aptus Capital Advisors
Capital Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Gateway Advisory
HighTower Advisors
Sigma Investment Counselors
Royal Bank of Canada
Us Bancorp
Klingman & Associates
Apollon Wealth Management
UBS Group

View all funds holding Ishares Tr