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Ishares Tr shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $529k 23k 23.39

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Msci Emrg Chn (EMXC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alps Etf Tr Alerian Mlp (AMLP)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)

View all positions for Aprio Wealth Management

Top funds holding Ishares Tr

Morgan Stanley
LPL Financial
Cambridge Investment Research Advisors
Private Advisor
Wells Fargo & Company
Sterling Financial Group
LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Arrow Financial Corp.
Straightline Group
Cowa
Mid-American Wealth Advisory Group
Raymond James Financial
Littlejohn Financial Services
Ruggaard & Associates

View all funds holding Ishares Tr