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Ishares Tr shares owned by Glass Jacobson Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (ISVL) shares owned by Glass Jacobson Investment Advisors from 13F filings

Historical chart of Glass Jacobson Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Glass Jacobson Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $565k 16k 34.94
2024-03-31 $524k 15k 35.46
2023-12-31 $399k 12k 34.06
2023-09-30 $90k 2.9k 30.72
2023-06-30 $77k 2.4k 31.62
2022-12-31 $48k 1.6k 30.15

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Msci Eafe Etf (EFA)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Glass Jacobson Investment Advisors

Top funds holding Ishares Tr

Municipal Employees' Retirement System of Michigan
Goss Wealth Management
Pensionmark Financial Group
Creative Planning
Glass Jacobson Investment Advisors
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Flow Traders US
Valued Wealth Advisors
WMS Partners
Anchor Investment Management
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley

View all funds holding Ishares Tr