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Ishares Tr shares owned by Safeguard Financial

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

Historical chart of Safeguard Financial investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Safeguard Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $324k 16k 20.49

More positions owned by Safeguard Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Safeguard Financial

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