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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
2024-03-31 $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 Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us High Profitab (DUHP)
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Invesco Exchng Trad Slf Inde Bulletshs 32 Mun (BSMW)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Ibonds Dec 28 (IBMQ)
Invesco Exchng Trad Slf Inde Invesco Bulletsh (BSSX)

View all positions for Envision Financial Planning

Top funds holding Ishares Tr

Gateway Advisory
Capital Investment Advisors
First Interstate Bank
Golub Group
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
Us Bancorp

View all funds holding Ishares Tr