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Ishares Tr shares owned by PFG Private Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by PFG Private Wealth Management from 13F filings

Historical chart of PFG Private Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 11k 20.49
2023-12-31 $5.7M 273k 20.77

More positions owned by PFG Private Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibds Dec28 Etf (IBDT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Ibonds 25 Trm Hg (IBHE)
Ishares Tr Ibonds 24 Trm Hg (IBHD)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for PFG Private Wealth Management

Top funds holding Ishares Tr

Bank of America Corporation
Capital Investment Advisors
Gateway Advisory
Venture Visionary Partners
Sigma Investment Counselors
Raymond James Financial Services Advisors
Golub Group
Lido Advisors
UBS Group
Wells Fargo & Company
Arrow Financial Corp.
Buffington Mohr McNeal
Envision Financial Planning
Klingman & Associates
Rockefeller Capital Management

View all funds holding Ishares Tr