Dowling & Yahnke, LLC" »

Ishares Tr cmn shares owned by Dowling & Yahnke, LLC"

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Dowling & Yahnke, LLC" from 13F filings

Historical chart of Dowling & Yahnke, LLC" investment in Ishares Tr cmn

Jan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 202201M2M010k20k
Value ($)Share countHistorical STIP position of Dowling & Yahnke, … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Dowling & Yahnke, LLC" 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 Dowling & Yahnke, LLC"

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.3M 14k 96.08
2022-06-30 $2.7M 27k 101.44
2019-12-31 $96k 949 101.16

More positions owned by Dowling & Yahnke, LLC"

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Reliance Steel & Aluminum (RS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Dowling & Yahnke, LLC"

Top funds holding Ishares Tr cmn

BlackRock
Betterment
FMR
Modera Wealth Management
Comprehensive Portfolio Management
LPL Financial
3EDGE Asset Management
Morgan Stanley
Bank of America Corporation
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Financeware
YCMNET Advisors
Putnam Fl Investment Management
State Street Corporation

View all funds holding Ishares Tr cmn