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Ishares Tr shares owned by Garrett Investment Advisors

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

Historical chart of Garrett Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Garrett Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 89k 24.81
2023-12-31 $2.8M 111k 25.23
2023-09-30 $3.2M 135k 23.48
2023-06-30 $3.1M 128k 24.62
2023-03-31 $2.9M 114k 25.07

More positions owned by Garrett Investment Advisors

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Intl Qulty Div (IQDG)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Blackrock Etf Trust Ii Flexible Income (BINC)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Garrett Investment Advisors

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr