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Ishares Tr shares owned by Sigma Investment Counselors

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Sigma Investment Counselors from 13F filings

Historical chart of Sigma Investment Counselors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Sigma Investment Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Sigma Investment Counselors

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 1.1M 20.49
2023-12-31 $16M 759k 20.77
2023-09-30 $13M 645k 19.39
2023-06-30 $11M 548k 20.27
2023-03-31 $9.2M 447k 20.64

More positions owned by Sigma Investment Counselors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Sigma Investment Counselors

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
Rockefeller Capital Management
MV Capital Management

View all funds holding Ishares Tr