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Ishares Tr dev val factor shares owned by Hrt Financial

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

Historical chart of Hrt Financial investment in Ishares Tr dev val factor

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All positions including Ishares Tr dev val factor held by Hrt Financial 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 Hrt Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $226k 8.6k 26.43
2023-06-30 $604k 24k 25.41
2022-09-30 $206k 11k 19.70

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View all positions for Hrt Financial

Top funds holding Ishares Tr dev val factor

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

View all funds holding Ishares Tr dev val factor