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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

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

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Quarterly 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