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Ishares Tr shares owned by MONECO Advisors

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

Historical chart of MONECO Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by MONECO Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $572k 27k 21.40
2023-12-31 $299k 14k 21.64
2023-09-30 $281k 14k 20.38
2023-06-30 $291k 14k 21.20

More positions owned by MONECO Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for MONECO Advisors

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