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Ishares Tr shares owned by CVA Family Office

Quarter-by-quarter ownership of Ishares Tr (IBTP) shares owned by CVA Family Office from 13F filings

Historical chart of CVA Family Office investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by CVA Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by CVA Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 583 25.91
2025-06-30 $15k 583 25.71
2025-03-31 $15k 583 25.67
2024-12-31 $15k 583 24.82

More positions owned by CVA Family Office

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for CVA Family Office

Top funds holding Ishares Tr

Union Bankshares
Golub Group
Confluence Investment Management
LPL Financial
D.A. Davidson & Co.
Royal Bank of Canada
Atlantic Private Wealth
Cetera Investment Advisers
Kestra Advisory Services
Commonwealth Equity Services
Accretive Wealth Partners
HighTower Advisors
Probity Advisors
Mercer Global Advisors
Stifel Financial

View all funds holding Ishares Tr