Ishares Tr shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of Ishares Tr (IBTM) 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 | $4.6M | 199k | 23.13 |
| 2025-06-30 | $4.2M | 183k | 23.03 |
| 2025-03-31 | $2.2M | 98k | 22.89 |
| 2024-12-31 | $2.5M | 113k | 22.20 |
| 2024-09-30 | $2.6M | 112k | 23.48 |
| 2024-06-30 | $2.3M | 103k | 22.44 |
| 2024-03-31 | $1.2M | 51k | 22.67 |
| 2023-12-31 | $543k | 24k | 23.11 |
| 2023-09-30 | $84k | 3.8k | 21.99 |