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Ishares Tr shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $386k 10k 37.91
2024-06-30 $329k 9.4k 34.94
2024-03-31 $328k 9.3k 35.46

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View all positions for Valued Wealth 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