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Ishares Tr shares owned by Ellis Investment Partners

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by Ellis Investment Partners from 13F filings

Historical chart of Ellis Investment Partners investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Ellis Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $215k 8.4k 25.48
2023-12-31 $212k 8.2k 25.85

More positions owned by Ellis Investment Partners

Ishares Tr Select Divid Etf (DVY)
Cohen & Steers REIT/P (RNP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackstone Group Inc Com Cl A (BX)

View all positions for Ellis Investment Partners

Top funds holding Ishares Tr

Gateway Advisory
Capital Investment Advisors
First Interstate Bank
Envision Financial Planning
Bank of America Corporation
MV Capital Management
Instrumental Wealth
Arrow Financial Corp.
Jane Street
James Investment Research
Commonwealth Equity Services
Krilogy Financial
4Thought Financial Group
Evergreen Private Wealth
Benjamin F. Edwards & Company

View all funds holding Ishares Tr