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Ishares Tr shares owned by M3 Advisory Group

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 8.1k 25.71
2024-03-31 $201k 8.1k 24.81

More positions owned by M3 Advisory Group

Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Select Sector Spdr Tr Financial (XLF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for M3 Advisory Group

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr