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Ishares Tr shares owned by Emerald Investment Partners

Quarter-by-quarter ownership of Ishares Tr (IBTM) shares owned by Emerald Investment Partners from 13F filings

Historical chart of Emerald Investment Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Emerald Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $681k 24k 28.40

More positions owned by Emerald Investment Partners

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Vanguard World Mega Grwth Ind (MGK)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Value Etf (VTV)

View all positions for Emerald Investment Partners

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