Ishares Tr shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of Ishares Tr (IBTL) 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 | $537k | 26k | 20.57 |
| 2025-06-30 | $596k | 29k | 20.50 |
| 2025-03-31 | $1.3M | 62k | 20.33 |
| 2024-12-31 | $1.0M | 53k | 19.80 |
| 2024-09-30 | $885k | 43k | 20.82 |
| 2024-06-30 | $846k | 42k | 19.97 |
| 2024-03-31 | $866k | 43k | 20.16 |
| 2023-12-31 | $889k | 43k | 20.54 |
| 2023-09-30 | $843k | 43k | 19.57 |
| 2023-06-30 | $441k | 21k | 20.60 |
| 2023-03-31 | $68k | 3.2k | 21.12 |