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Ishares Tr shares owned by Oppenheimer & Co

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Oppenheimer & Co from 13F filings

Historical chart of Oppenheimer & Co investment in Ishares Tr

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All positions including Ishares Tr held by Oppenheimer & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Oppenheimer & Co

Quarter filed Position value Share count Share price at filing
2024-12-31 $822k 40k 20.35
2024-09-30 $838k 40k 21.22

More positions owned by Oppenheimer & Co

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Costco Wholesale Corporation (COST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)

View all positions for Oppenheimer & Co

Top funds holding Ishares Tr

Aptus Capital Advisors
Venture Visionary Partners
Wells Fargo & Company
Capital Investment Advisors
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