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Ishares Tr shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Ishares Tr (IBHF) 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 $4.7M 203k 23.23
2025-03-31 $3.3M 141k 23.22
2024-12-31 $1.6M 71k 23.15
2024-09-30 $556k 24k 23.41
2024-06-30 $545k 24k 22.91