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Ishares Tr shares owned by J.w. Cole Advisors

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

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 64k 26.71

More positions owned by J.w. Cole Advisors

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

View all positions for J.w. Cole Advisors

Top funds holding Ishares Tr

Golub Group
Royal Bank of Canada
BlackRock
Paradigm, Strategies in Wealth Management
MV Capital Management
Guidance Point Advisors
BlackRock
J.w. Cole Advisors
Sabal Trust Company
Jane Street
Capital Investment Advisors
Sandy Spring Bank
Stony Point Wealth Management
Commonwealth Equity Services
Kestra Advisory Services

View all funds holding Ishares Tr