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Ishares Tr shares owned by Novem Group

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

Historical chart of Novem Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Novem Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.4M 427k 22.07
2025-09-30 $9.0M 406k 22.15

More positions owned by Novem Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust State Street Spd (SPYM)
Fidelity Covington Trust Fundamental Larg (FFLC)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYV)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Novem Group

Top funds holding Ishares Tr

Mercer Global Advisors
Aptus Capital Advisors
Capital Investment Advisors
Raymond James Financial
Wells Fargo & Company
Capital Advisors
HighTower Advisors
Royal Bank of Canada
UBS Group
Hm Payson & Co
Sigma Investment Counselors
Summit Financial
Klingman & Associates
Gratus Wealth Advisors
Sound View Wealth Advisors Group

View all funds holding Ishares Tr