Kelly Financial Services »

Ishares Tr shares owned by Kelly Financial Services

Quarter-by-quarter ownership of Ishares Tr (LQDW) shares owned by Kelly Financial Services from 13F filings

Historical chart of Kelly Financial Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Kelly Financial Services 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 by Kelly Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 99k 28.40
2024-06-30 $2.5M 88k 28.18
2024-03-31 $767k 26k 29.30
2023-12-31 $86k 2.9k 29.66

More positions owned by Kelly Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Msci Emrg Chn (EMXC)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Sherwin-Williams Company (SHW)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Kelly Financial Services

Top funds holding Ishares Tr

Prime Capital Investment Advisors
Bank of America Corporation
Raymond James Financial Services Advisors
Kelly Financial Services
Stifel Financial
Private Advisor
Napa Wealth Management
LPL Financial
SeaCrest Wealth Management
Commonwealth Equity Services
Lloyd Advisory Services
Comprehensive Financial Consultants Institutional
Old Mission Capital
Raymond James & Associates
Tortoise Investment Management

View all funds holding Ishares Tr