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Ishares Tr shares owned by PFG Private Wealth Management

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

Historical chart of PFG Private Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $11M 492k 21.98
2025-03-31 $10M 480k 21.72
2024-12-31 $336k 16k 21.36
2024-09-30 $349k 16k 22.17
2024-06-30 $408k 19k 21.26
2024-03-31 $427k 20k 21.40
2023-12-31 $7.3M 339k 21.64
2023-09-30 $4.8M 237k 20.38
2023-06-30 $6.3M 296k 21.20
2023-03-31 $6.0M 277k 21.53
2022-12-31 $287k 14k 20.76