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Ishares Tr shares owned by Syntegra Private Wealth Group

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

Historical chart of Syntegra Private Wealth Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Syntegra Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $201k 9.4k 21.36
2024-09-30 $532k 24k 22.17
2024-06-30 $400k 19k 21.26
2024-03-31 $391k 18k 21.40
2023-12-31 $321k 15k 21.64
2023-09-30 $302k 15k 20.38
2023-06-30 $314k 15k 21.20
2023-03-31 $279k 13k 21.53
2022-12-31 $234k 11k 20.80

More positions owned by Syntegra Private Wealth Group

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Pacer Fds Tr Developed Mrkt (ICOW)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)

View all positions for Syntegra Private Wealth Group

Top funds holding Ishares Tr

Ameriprise Financial
Bank of America Corporation
Capital Investment Advisors
Aptus Capital Advisors
Capital Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Gateway Advisory
HighTower Advisors
Sigma Investment Counselors
Royal Bank of Canada
Us Bancorp
Klingman & Associates
Apollon Wealth Management
UBS Group

View all funds holding Ishares Tr