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Ishares Tr shares owned by Vista Private Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Vista Private Wealth Partners from 13F filings

Historical chart of Vista Private Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Vista Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $136k 5.8k 23.41

More positions owned by Vista Private Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Us Sml Cap Eqt (SMLF)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Ibonds 25 Trm Hg (IBHE)

View all positions for Vista Private Wealth Partners

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