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Ishares Tr shares owned by Stokes Family Office

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by Stokes Family Office from 13F filings

Historical chart of Stokes Family Office investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Stokes Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Stokes Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $521k 20k 26.40
2024-06-30 $498k 20k 25.20

More positions owned by Stokes Family Office

Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Exxon Mobil Corporation (XOM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Ea Series Trust Alpha Arch 1-3 (BOXX)

View all positions for Stokes Family Office

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