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Ishares Tr shares owned by Cooper/haims Advisors

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

Historical chart of Cooper/haims Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Cooper/haims Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $258k 10k 24.81
2023-09-30 $244k 10k 23.48

More positions owned by Cooper/haims Advisors

Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Global Reit Etf (REET)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Paychex (PAYX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)

View all positions for Cooper/haims Advisors

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr