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Ishares Tr shares owned by Element Wealth

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

Historical chart of Element Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Element Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 1.1k 23.48
2024-06-30 $25k 1.1k 22.44

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Element Wealth

Top funds holding Ishares Tr

Krilogy Financial
Stratos Wealth Partners
Confluence Investment Management
Raymond James & Associates
Branch Banking & Trust Company
Morgan Stanley
Park Avenue Securities
James Investment Research
Wells Fargo & Company
Royal Bank of Canada
Atlantic Private Wealth
Probity Advisors
Accretive Wealth Partners
HighTower Advisors
Honkamp Krueger Financial Services

View all funds holding Ishares Tr