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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

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Quarterly reported holdings in Ishares Tr by Envision Financial Planning

Quarter filed Position value Share count Share price at filing
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

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)

View all positions for Envision Financial Planning

Top funds holding Ishares Tr

First Interstate Bank
Capital Investment Advisors
Gateway Advisory
Aptus Capital Advisors
Golub Group
Envision Financial Planning
Us Bancorp
MV Capital Management
Arrow Financial Corp.
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Rockefeller Capital Management
Instrumental Wealth
Confluence Investment Management

View all funds holding Ishares Tr