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Ishares Tr shares owned by LBMC Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by LBMC Investment Advisors from 13F filings

Historical chart of LBMC Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by LBMC Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 212k 23.41
2024-06-30 $3.8M 167k 22.91
2024-03-31 $2.4M 105k 23.06

More positions owned by LBMC Investment Advisors

iShares S&P 500 Index (IVV)
Invesco S&p 500 Equal Weight Etf (RSP)
iShares Russell 2000 Index (IWM)
Ishares High Dividend Equity F (HDV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI EAFE Index Fund (EFA)
iShares Dow Jones Select Dividend (DVY)
Vanguard Europe Pacific ETF (VEA)
iShares Cohen & Steers Realty Maj. (ICF)
Hca Holdings (HCA)
iShares S&P SmallCap 600 Index (IJR)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
Vanguard S&p 500 Etf idx (VOO)
iShares S&P 500 Growth Index (IVW)

View all positions for LBMC Investment Advisors

Top funds holding Ishares Tr

Bank of America Corporation
Cambridge Investment Research Advisors
Ashton Thomas Private Wealth
Northwestern Mutual Wealth Management Company
Ruggaard & Associates
Goss Wealth Management
Wells Fargo & Company
Morgan Stanley
LPL Financial
Commonwealth Financial Services
Baltimore-Washington Financial Advisors
HighTower Advisors
PFG Private Wealth Management
Private Advisor
Cowa

View all funds holding Ishares Tr