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Ishares Tr shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Ishares Tr (IBHH) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 11k 23.80

More positions owned by Kestra Private Wealth Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Costco Wholesale Corporation (COST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Kestra Private Wealth Services

Top funds holding Ishares Tr

Baltimore-Washington Financial Advisors
Goss Wealth Management
LBMC Investment Advisors
Commonwealth Equity Services
Monumental Financial Group
GAMMA Investing
Bank of America Corporation
LPL Financial
Raymond James Financial Services Advisors
Lido Advisors
IFP Advisors
Robertson Stephens Wealth Management
Wrapmanager
Straight Path Wealth Management
Integrated Wealth Concepts

View all funds holding Ishares Tr