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Ishares Tr core strm usbd shares owned by Aries Wealth Management

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Aries Wealth Management from 13F filings

Historical chart of Aries Wealth Management investment in Ishares Tr core strm usbd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core strm usbd held by Aries Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core strm usbd by Aries Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $231k 4.7k 48.84
2022-03-31 $13M 277k 48.46

More positions owned by Aries Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Caterpillar (CAT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Series Trust S&p Divid Etf (SDY)
Meta Platforms Cl A (META)
Vanguard Index Fds Value Etf (VTV)
Home Depot (HD)

View all positions for Aries Wealth Management

Top funds holding Ishares Tr core strm usbd

Acorns Advisers
BlackRock
State of Wisconsin Investment Board
Charles Schwab Investment Management
Raymond James Financial
Trust Point
Spinnaker Trust
Mariner Wealth Advisors
Jones Financial Companies, L.L
Townsend & Associates
Cahaba Wealth Management
Prosperity Planning
UBS Group
Jpmorgan Chase & Co
LPL Financial

View all funds holding Ishares Tr core strm usbd