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Ishares Tr msci usa smlcp shares owned by Hibernia Wealth Partners

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Hibernia Wealth Partners from 13F filings

Historical chart of Hibernia Wealth Partners investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by Hibernia Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by Hibernia Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 17k 66.35
2024-06-30 $1.0M 17k 61.21
2024-03-31 $539k 8.5k 63.58
2023-12-31 $506k 8.6k 58.82
2023-09-30 $464k 9.0k 51.73

More positions owned by Hibernia Wealth Partners

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Gold Tr Gold Shs (GLD)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Bloomberg High Y (JNK)
Spdr Ser Tr Bloomberg Emergi (EBND)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)

View all positions for Hibernia Wealth Partners

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Acropolis Investment Management
Ullmann Financial
BlackRock
Financial Management Professionals
BlackRock
Bsc Private Wealth Management
LPL Financial
Pacific Center for Financial Services
Cornerstone Planning Group
ValMark Advisers
Searcy Financial Services
Mercer Global Advisors
Integrated Wealth Concepts

View all funds holding Ishares Tr msci usa smlcp