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Ishares Tr shares owned by Stratos Wealth Advisors

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

Historical chart of Stratos Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $296k 13k 23.48
2023-12-31 $5.0M 215k 23.11

More positions owned by Stratos Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Procter & Gamble Company (PG)

View all positions for Stratos Wealth Advisors

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