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
Download as csvQuarterly 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 |
More positions owned by PFG Private Wealth Management
View all positions for PFG Private Wealth Management