Ishares Tr shares owned by Envision Financial Planning
Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by Envision Financial Planning
from 13F filings
Historical chart of Envision Financial Planning investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Envision Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Envision Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 788k | 26.23 |
| 2025-06-30 | $18M | 678k | 25.91 |
| 2025-03-31 | $17M | 651k | 25.56 |
| 2024-12-31 | $16M | 634k | 25.10 |
| 2024-09-30 | $16M | 616k | 26.40 |
| 2024-06-30 | $15M | 598k | 25.20 |
| 2024-03-31 | $15M | 575k | 25.48 |
| 2023-12-31 | $14M | 536k | 25.85 |
| 2023-09-30 | $6.0M | 251k | 23.97 |
More positions owned by Envision Financial Planning
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