Sigma Investment Counselors »

Ishares Tr shares owned by Sigma Investment Counselors

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

Historical chart of Sigma Investment Counselors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Sigma Investment Counselors 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 Sigma Investment Counselors

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 1.1M 25.71
2024-06-30 $24M 962k 24.56
2024-03-31 $20M 806k 24.81
2023-12-31 $1.5M 60k 25.23

More positions owned by Sigma Investment Counselors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds Dec 2030 (IBDV)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Sigma Investment Counselors

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr