Ishares Tr shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of Ishares Tr (IBTK) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $667k | 34k | 19.88 |
| 2025-06-30 | $786k | 40k | 19.84 |
| 2025-03-31 | $1.7M | 86k | 19.66 |
| 2024-12-31 | $2.0M | 105k | 19.19 |
| 2024-09-30 | $2.1M | 105k | 20.05 |
| 2024-06-30 | $1.8M | 94k | 19.27 |
| 2024-03-31 | $1.0M | 52k | 19.42 |
| 2023-12-31 | $949k | 48k | 19.72 |
| 2023-09-30 | $907k | 48k | 18.90 |
| 2023-06-30 | $433k | 22k | 19.66 |
| 2023-03-31 | $257k | 13k | 20.15 |