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Ishares Tr shares owned by Addison Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $225k 8.8k 25.71
2024-06-30 $205k 8.4k 24.56
2024-03-31 $131k 5.3k 24.81
2023-12-31 $67k 2.6k 25.23
2023-09-30 $9.9k 420 23.48

More positions owned by Addison Advisors

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Addison Advisors

Top funds holding Ishares Tr

Wells Fargo & Company
Capital Investment Advisors
First Interstate Bank
Aptus Capital Advisors
Bank of America Corporation
Gateway Advisory
Sigma Investment Counselors
Golub Group
UBS Group
MV Capital Management
Raymond James Financial Services Advisors
Arrow Financial Corp.
Us Bancorp
Rockefeller Capital Management
Stony Point Wealth Management

View all funds holding Ishares Tr