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Ishares Tr shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Ishares Tr (IBTM) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $250k 11k 23.08
2025-09-30 $288k 13k 23.13

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Gladstone Institutional Advisory

Top funds holding Ishares Tr

Krilogy Financial
UBS Group
Raymond James Financial
Janney Montgomery Scott
D.A. Davidson & Co.
Confluence Investment Management
Ameriprise Financial
Snowden Capital Advisors
Branch Banking & Trust Company
Wells Fargo & Company
Legacy Private Trust
HighTower Advisors
Atlantic Private Wealth
Cetera Investment Advisers
Mercer Global Advisors

View all funds holding Ishares Tr