Warren Averett Asset Management »

Ishares Tr shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $450k 6.5k 69.43
2024-03-31 $104k 1.9k 53.81

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust State Street Spd (SPIB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon (AMZN)

View all positions for Warren Averett Asset Management

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
Wells Fargo & Company
SigFig Wealth Management
Tolleson Wealth Management
Plan
CI Private Wealth
Ullmann Financial
Jpmorgan Chase & Co
Bsc Private Wealth Management
Modern Wealth Management
Atomi Financial Group
Ameriprise Financial
Cardinal Point Capital Management, ULC
Ewa

View all funds holding Ishares Tr