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Ishares Tr shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $501k 19k 26.40
2024-03-31 $1.6M 62k 25.48
2023-12-31 $756k 29k 25.85

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Panoramic Investment Advisors

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