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Ishares Tr dev val factor shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance 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 Farther Finance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr dev val factor by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $644k 24k 26.51
2023-09-30 $560k 22k 25.36
2023-06-30 $559k 22k 25.45
2023-03-31 $482k 19k 24.79
2022-12-31 $593k 26k 23.17

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Vanguard Short-term Bond Etf Etf (BSV)
Nvidia Corporation Stock (NVDA)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Microsoft Corp Stock (MSFT)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Eafe Value Etf Etf (EFV)
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)

View all positions for Farther Finance 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