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Ishares Tr shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 9.7k 22.21

More positions owned by Talisman Wealth Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Talisman Wealth Advisors

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
Apollon Wealth Management
UBS Group
Klingman & Associates

View all funds holding Ishares Tr