J.w. Cole Advisors »

Ishares Tr shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $300k 12k 25.48
2023-12-31 $804k 31k 25.85

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole Advisors

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
Wells Fargo & Company
Instrumental Wealth
Arrow Financial Corp.
Jane Street
Guidance Point Advisors
James Investment Research
Commonwealth Equity Services
Krilogy Financial

View all funds holding Ishares Tr