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Ishares Tr shares owned by Sarver Vrooman Wealth Advisors

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

Historical chart of Sarver Vrooman Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Sarver Vrooman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $242k 11k 22.07
2025-09-30 $203k 9.2k 22.15
2025-06-30 $203k 9.2k 21.98
2025-03-31 $27k 1.2k 21.72

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View all positions for Sarver Vrooman Wealth Advisors

Top funds holding Ishares Tr

Mercer Global Advisors
Aptus Capital Advisors
Capital Investment Advisors
Wells Fargo & Company
Capital Advisors
Raymond James Financial
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