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iShares S&P NA Nat. Re. Sc. Idx shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of iShares S&P NA Nat. Re. Sc. Idx (IGE) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in iShares S&P NA Nat. Re. Sc. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Nat. Re. Sc. Idx held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Nat. Re. Sc. Idx by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.6k 132 42.73
2024-09-30 $5.8k 132 44.07
2024-06-30 $5.8k 132 44.00
2024-03-31 $5.9k 132 44.99
2023-12-31 $5.4k 132 40.72
2023-09-30 $5.5k 132 41.59
2023-06-30 $5.1k 132 38.82
2023-03-31 $5.2k 132 39.17
2022-12-31 $5.4k 132 40.66
2022-09-30 $5.0k 132 37.88
2022-06-30 $8.0k 232 34.48
2022-03-31 $9.0k 232 38.79
2021-12-31 $4.0k 132 30.30
2021-09-30 $4.0k 132 30.30
2021-06-30 $4.0k 132 30.30
2021-03-31 $4.0k 132 30.30
2020-12-31 $0 132 0.00
2020-09-30 $3.0k 132 22.73
2020-06-30 $0 132 0.00
2020-03-31 $2.0k 132 15.15
2019-12-31 $4.0k 132 30.30
2019-09-30 $4.0k 132 30.30
2019-06-30 $4.0k 132 30.30
2019-03-31 $4.0k 132 30.30
2018-12-31 $4.0k 132 30.30
2018-09-30 $5.0k 132 37.88
2018-06-30 $5.0k 132 37.88
2018-03-31 $4.0k 132 30.30
2017-12-31 $4.0k 132 30.30
2017-09-30 $4.0k 132 30.30
2017-06-30 $4.0k 132 30.30
2017-03-31 $5.0k 132 37.88
2016-12-31 $5.0k 132 37.88
2016-09-30 $5.0k 132 37.88
2016-06-30 $35k 1.0k 33.91
2016-03-31 $31k 1.0k 30.04
2015-12-31 $37k 1.3k 27.78
2015-09-30 $39k 1.3k 29.28
2015-06-30 $59k 1.6k 36.15
2015-03-31 $68k 1.8k 37.12
2014-12-31 $70k 1.8k 38.21
2014-09-30 $82k 1.8k 44.76
2014-06-30 $92k 1.8k 50.22
2014-03-31 $6.0k 132 45.45
2013-12-31 $6.0k 132 45.45

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf Call Option (SPY)
General Amern Invs Cef (GAM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Central Secs Corp Cef (CET)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Apple Stock (AAPL)

View all positions for Blue Bell Private Wealth Management

Top funds holding iShares S&P NA Nat. Re. Sc. Idx

Assetmark
Morgan Stanley
Bank of America Corporation
Family Firm
Citizens & Northern Corporation
Goldman Sachs Group
LPL Financial
Royal Bank of Canada
CWM
Wells Fargo & Company
Envestnet Asset Management
Steward Partners Investment Advisory
Ameriprise Financial
Summit Investment Advisors
D.A. Davidson & Co.

View all funds holding iShares S&P NA Nat. Re. Sc. Idx