Paradigm, Strategies in Wealth Management »

Ishares Tr shares owned by Paradigm, Strategies in Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Paradigm, Strategies in Wealth Management from 13F filings

Historical chart of Paradigm, Strategies in Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Paradigm, Strategies in Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Paradigm, Strategies in Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 153k 25.71
2024-06-30 $6.6M 270k 24.56
2024-03-31 $6.2M 249k 24.81
2023-12-31 $6.4M 253k 25.23
2023-09-30 $6.1M 259k 23.48
2023-06-30 $4.9M 200k 24.62

More positions owned by Paradigm, Strategies in Wealth Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Procter & Gamble Company (PG)
Apple (AAPL)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2032 (IBDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Paradigm, Strategies in Wealth Management

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