Bogart Wealth »

Ishares Tr shares owned by Bogart Wealth

Quarter-by-quarter ownership of Ishares Tr (IBTL) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $74k 3.6k 20.52
2025-09-30 $45k 2.2k 20.57
2025-06-30 $45k 2.2k 20.50
2025-03-31 $45k 2.2k 20.33
2024-12-31 $44k 2.2k 19.80

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

Top funds holding Ishares Tr

Wells Fargo & Company
TRUE Private Wealth Advisors
Krilogy Financial
Goss Wealth Management
Ameriprise Financial
Confluence Investment Management
Probity Advisors
Envestnet Asset Management
Snowden Capital Advisors
Raymond James Financial
Legacy Private Trust
Headland Capital
HighTower Advisors
Park Avenue Securities
Foronjy Financial

View all funds holding Ishares Tr