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Ishares Tr shares owned by BridgePort Financial Solutions

Quarter-by-quarter ownership of Ishares Tr (IBHH) shares owned by BridgePort Financial Solutions from 13F filings

Historical chart of BridgePort Financial Solutions investment in Ishares Tr

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All positions including Ishares Tr held by BridgePort Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by BridgePort Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $249k 11k 23.73
2025-03-31 $245k 11k 23.36
2024-12-31 $248k 11k 23.67

More positions owned by BridgePort Financial Solutions

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for BridgePort Financial Solutions

Top funds holding Ishares Tr

LBMC Investment Advisors
Baltimore-Washington Financial Advisors
Goss Wealth Management
LPL Financial
Keeler THomas Management
Apollon Wealth Management
Ironwood Wealth Management
HighTower Advisors
Commonwealth Financial Services
Northwestern Mutual Wealth Management Company
Mutual Advisors
Royal Bank of Canada
Littlejohn Financial Services
Commonwealth Equity Services
Jane Street

View all funds holding Ishares Tr