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Ishares shares owned by Founders Financial Securities

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by Founders Financial Securities from 13F filings

Historical chart of Founders Financial Securities investment in Ishares

Tip: Access up to 7 years of quarterly data

All positions including Ishares held by Founders Financial Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares by Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2024-06-30 $357k 31k 11.49
2024-03-31 $316k 31k 10.16
2023-12-31 $309k 30k 10.18
2023-09-30 $266k 31k 8.57
2023-06-30 $326k 34k 9.66
2023-03-31 $400k 35k 11.46
2022-12-31 $371k 35k 10.51
2022-09-30 $317k 36k 8.94
2022-06-30 $142k 14k 9.88

More positions owned by Founders Financial Securities

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Strategy Day Hagan Ned (SSUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Founders Financial Securities

Top funds holding Ishares

Fielder Capital Group
Morgan Stanley
180 Wealth Advisors
Goldman Sachs Group
Bank of America Corporation
David R. Rahn Inc. dba Avalon Capital Management
Visionary Wealth Advisors
Walkner Condon Financial Advisors
LPL Financial
Wealthfront Advisers
Envestnet Asset Management
Raymond James Financial Services Advisors
Lane Generational
Founders Financial Securities
Susquehanna International

View all funds holding Ishares