Ackerman Capital Advisors »

Ishares Tr dev val factor shares owned by Ackerman Capital Advisors

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Ackerman Capital Advisors from 13F filings

Historical chart of Ackerman Capital Advisors investment in Ishares Tr dev val factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor held by Ackerman Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr dev val factor by Ackerman Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 429k 28.23
2023-12-31 $12M 432k 26.51
2023-09-30 $12M 468k 25.36
2023-06-30 $13M 494k 25.45
2023-03-31 $12M 496k 24.79
2022-12-31 $12M 510k 23.17

More positions owned by Ackerman Capital Advisors

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Msci Gbl Min Vol (ACWV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)

View all positions for Ackerman Capital Advisors

Top funds holding Ishares Tr dev val factor

Mercer Global Advisors
Jpmorgan Chase & Co
Sequoia Financial Advisors
Wealthsource Partners
Bank of America Corporation
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Kathmere Capital Management
JNBA Financial Advisors
Fft Wealth Management
Ackerman Capital Advisors
Atlas Capital Advisors
TCG Advisory Services
Plan

View all funds holding Ishares Tr dev val factor