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Ishares Tr shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp investment in Ishares Tr

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All positions including Ishares Tr held by Consolidated Portfolio Review Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2024-12-31 $411k 19k 22.24
2024-09-30 $370k 16k 22.60
2024-06-30 $334k 15k 22.03
2024-03-31 $282k 13k 22.26

More positions owned by Consolidated Portfolio Review Corp

Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Microstrategy Cl A New (MSTR)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Health Car Etf (VHT)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Vanguard World Consum Stp Etf (VDC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Consolidated Portfolio Review Corp

Top funds holding Ishares Tr

Northwestern Mutual Wealth Management Company
LBMC Investment Advisors
Commonwealth Equity Services
HighTower Advisors
Commonwealth Financial Services
Mutual Advisors
LPL Financial
Bank of America Corporation
GAMMA Investing
Raymond James Financial
Morgan Stanley
Lido Advisors
Straight Path Wealth Management
Cetera Investment Advisers
IFP Advisors

View all funds holding Ishares Tr