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Ishares Tr shares owned by DDFG

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by DDFG from 13F filings

Historical chart of DDFG investment in Ishares Tr

May 2024Jul 2024Sep 2024Nov 2024Jan 20257.5B8B8.5B9B145k150k
Value ($)Share countHistorical LRGF position of DDFG Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Ishares Tr by DDFG

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.3B 154k 60349.93
2024-09-30 $8.9B 151k 58769.99
2024-06-30 $8.0B 144k 55689.89
2024-03-31 $7.6B 142k 53810.18

More positions owned by DDFG

Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U S Equity Factr (LRGF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for DDFG

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Wells Fargo & Company
Tolleson Wealth Management
Ullmann Financial
Plan
Jpmorgan Chase & Co
Integrated Wealth Concepts
Bsc Private Wealth Management
Cardinal Point Capital Management, ULC
Morgan Stanley
Affinity Wealth Management
Atomi Financial Group
Colony

View all funds holding Ishares Tr