Ishares Tr shares owned by PFG Private Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by PFG Private Wealth Management
from 13F filings
Historical chart of PFG Private Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by PFG Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $166k | 7.1k | 23.22 |
| 2024-12-31 | $6.7M | 289k | 23.15 |
| 2024-09-30 | $6.5M | 278k | 23.41 |
| 2024-06-30 | $6.3M | 273k | 22.91 |
| 2024-03-31 | $5.9M | 255k | 23.06 |
| 2023-12-31 | $14k | 590 | 22.92 |
| 2023-09-30 | $13k | 590 | 22.53 |
| 2023-06-30 | $13k | 590 | 22.75 |
| 2023-03-31 | $14k | 590 | 22.80 |
| 2022-12-31 | $13k | 590 | 22.03 |
| 2022-09-30 | $13k | 590 | 22.03 |
| 2022-06-30 | $13k | 590 | 22.03 |
| 2022-03-31 | $14k | 590 | 23.73 |
| 2021-12-31 | $15k | 590 | 25.42 |
More positions owned by PFG Private Wealth Management
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