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Ishares Tr shares owned by Instrumental Wealth

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by Instrumental Wealth from 13F filings

Historical chart of Instrumental Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Instrumental Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.4M 325k 25.96
2024-06-30 $8.0M 315k 25.40
2024-03-31 $7.6M 303k 24.94
2023-12-31 $7.9M 310k 25.41

More positions owned by Instrumental Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Pacer Fds Tr Pacer Us Small (CALF)
Amplify Etf Tr Amplify Cybersec (HACK)
Ishares Tr Gl Clean Ene Etf (ICLN)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Instrumental Wealth

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