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Ishares Tr shares owned by Wealth & Pension Services Group

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Wealth & Pension Services Group from 13F filings

Historical chart of Wealth & Pension Services Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Wealth & Pension Services Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Wealth & Pension Services Group

Quarter filed Position value Share count Share price at filing
2019-09-30 $2.1M 67k 31.93
2019-06-30 $2.1M 66k 31.76
2019-03-31 $2.0M 63k 31.04
2018-12-31 $1.8M 65k 27.86
2018-06-30 $1.7M 52k 31.97

More positions owned by Wealth & Pension Services Group

SPDR DJ Wilshire Large Cap (SPLG)
iShares Russell 1000 Index (IWB)
SPDR S&P World ex-US (SPDW)
J P Morgan Exchange Traded F ultra shrt (JPST)
iShares Russell 1000 Value Index (IWD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Value ETF (VTV)
Vanguard Europe Pacific ETF (VEA)
iShares Russell 3000 Growth Index (IUSG)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
SPDR DJ Wilshire Mid Cap (SPMD)
Ishares Tr (LRGF)

View all positions for Wealth & Pension Services Group

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr