Tradition Wealth Management »

Ishares Tr shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of Ishares Tr (MAXJ) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition Wealth Management investment in Ishares Tr

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 29839k840k841k842k843k844k32.28k32.2805k32.281k32.2815k32.282k
Value ($)Share countHistorical MAXJ position of Tradition Wealth Management Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Tradition Wealth Management 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $844k 32k 26.14
2024-09-30 $839k 32k 25.99

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pacer Fds Tr Pacer Us Small (CALF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Tradition Wealth Management

Top funds holding Ishares Tr

Amplius Wealth Advisors
Strategic Blueprint
BlackRock
Balboa Wealth Partners
J. L. Bainbridge & Co
Resources Investment Advisors
HighTower Advisors
Panoramic Investment Advisors
Snowden Capital Advisors
CRA Financial Services
Axxcess Wealth Management
Old Mission Capital
Susquehanna International
Middleton & Company
Citadel Advisors

View all funds holding Ishares Tr