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Ishares Tr shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 77k 21.40

More positions owned by Instrumental Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Etf Managers Tr Prime Cybr Scrty
Vanguard Index Fds Real Estate Etf (VNQ)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Instrumental 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