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Ishares Tr shares owned by Sigma Investment Counselors

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Sigma Investment Counselors from 13F filings

Historical chart of Sigma Investment Counselors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Sigma Investment Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Sigma Investment Counselors

Quarter filed Position value Share count Share price at filing
2024-03-31 $25M 1.2M 21.40
2023-12-31 $19M 893k 21.64
2023-09-30 $16M 776k 20.38
2023-06-30 $15M 722k 21.20
2023-03-31 $14M 631k 21.53
2022-12-31 $271k 13k 20.80

More positions owned by Sigma Investment Counselors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Sigma Investment Counselors

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