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Ishares Tr shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Ishares Tr (IVVW) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $754 15 50.27
2024-06-30 $748 15 49.87

More positions owned by Global Retirement Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Arthur J. Gallagher & Co. (AJG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Global Retirement Partners

Top funds holding Ishares Tr

Assetmark
BlackRock
BlackRock
Jpmorgan Chase & Co
Envestnet Asset Management
Cetera Investment Advisers
APCM Wealth Management for Individuals
Advisor Group Holdings
Alaska Permanent Capital Management
Royal Bank of Canada
Global Retirement Partners
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr