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Ishares Tr shares owned by Krilogy Financial

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

Historical chart of Krilogy Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Krilogy Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 173k 25.23
2023-09-30 $3.8M 162k 23.48
2023-06-30 $3.9M 156k 24.62
2023-03-31 $3.9M 155k 25.07

More positions owned by Krilogy Financial

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Ibonds Dec 2032 (IBTM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Select Sector Spdr Tr Technology (XLK)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Microsoft Corporation (MSFT)

View all positions for Krilogy Financial

Top funds holding Ishares Tr

Capital Investment Advisors
Golub Group
Gateway Advisory
Bank of America Corporation
First Interstate Bank
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
Guidance Point Advisors

View all funds holding Ishares Tr