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Ishares Tr shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Ishares Tr (IBDZ) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $352k 14k 26.13
2025-03-31 $272k 11k 25.79
2024-12-31 $211k 8.3k 25.45

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Ishares Tr

Capital Investment Advisors
Golub Group
Royal Bank of Canada
MV Capital Management
Summit Financial
Mb, Levis & Associates
UBS Group
Arrow Financial Corp.
HighTower Advisors
Us Bancorp
Guidance Point Advisors
Paradigm, Strategies in Wealth Management
Lido Advisors
Krilogy Financial
Benjamin Edwards

View all funds holding Ishares Tr