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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

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

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Quarterly reported holdings in Ishares Tr by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $543k 24k 23.11
2023-09-30 $84k 3.8k 21.99

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Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
Vanguard Extended Etf (VXF)
Vanguard World Etf (ESGV)
iShares TR Ibonds 24 Etf (IBTE)
Select Sector SPDR Etf (XLE)
iShares TR Esg Awr Etf (EAGG)
Ishares Ibonds Dec 2025 Term T (IBTF)
iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
iShares TR 0-3 MNTH Etf (SGOV)
iShares S&P 500 Etf (IVV)
Vanguard Intl Equity Etf (VEU)
Ishares Ibonds Dec 2029 Term T (IBTJ)

View all positions for Atlantic Private Wealth

Top funds holding Ishares Tr

Krilogy Financial
UBS Group
Stratos Wealth Partners
Raymond James & Associates
Branch Banking & Trust Company
Park Avenue Securities
James Investment Research
Honkamp Krueger Financial Services
Wells Fargo & Company
Flow Traders US
Royal Bank of Canada
Bank of America Corporation
Accretive Wealth Partners
Country Club Bank
Probity Advisors

View all funds holding Ishares Tr