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Ishares Tr shares owned by Envision Financial Planning

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Envision Financial Planning from 13F filings

Historical chart of Envision Financial Planning investment in Ishares Tr

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All positions including Ishares Tr held by Envision Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Envision Financial Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $14M 682k 20.35
2024-09-30 $14M 660k 21.22
2024-06-30 $13M 636k 20.29
2024-03-31 $12M 602k 20.49
2023-12-31 $12M 557k 20.77
2023-09-30 $8.6M 442k 19.39

More positions owned by Envision Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)

View all positions for Envision Financial Planning

Top funds holding Ishares Tr

Aptus Capital Advisors
Venture Visionary Partners
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Bank of America Corporation
Morgan Stanley
Raymond James Financial
Gateway Advisory
Sigma Investment Counselors
Golub Group
Raymond James Financial Services Advisors
Advisors Capital Management
UBS Group
Klingman & Associates
Goss Wealth Management

View all funds holding Ishares Tr