A. Montag and Associates »

Ishares Tr cmn shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by A. Montag and Associates 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 cmn by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 15k 102.39
2023-06-30 $39k 402 97.60
2023-03-31 $40k 402 99.23

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Alphabet Cap Stk Cl A (GOOGL)
Coca-Cola Company (KO)
Wal-Mart Stores (WMT)

View all positions for A. Montag and Associates

Top funds holding Ishares Tr cmn

BlackRock
Betterment
FMR
LPL Financial
Modera Wealth Management
Comprehensive Portfolio Management
Jpmorgan Chase & Co
Partners Capital Investment Group
Wealthcare Advisory Partners
O'shaughnessy Asset Management
3EDGE Asset Management
Dynasty Wealth Management
Quotient Wealth Partners
Putnam Fl Investment Management
Financeware

View all funds holding Ishares Tr cmn