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Ishares Tr cmn shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 22k 101.32
2022-12-31 $392k 4.0k 96.95
2022-09-30 $254k 2.6k 96.10
2022-06-30 $584k 5.8k 101.42
2022-03-31 $303k 2.9k 104.92

More positions owned by Gladstone Institutional Advisory

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Purecycle Technologies (PCT)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Simplify Exchange Traded Fun Health Care Etf (PINK)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)

View all positions for Gladstone Institutional Advisory

Top funds holding Ishares Tr cmn

BlackRock
Modera Wealth Management
BlackRock
Comprehensive Portfolio Management
LPL Financial
Morgan Stanley
Bank of America Corporation
Modern Wealth Management
Partners Capital Investment Group
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Financeware
YCMNET Advisors
State Street Corporation
AlTi Global

View all funds holding Ishares Tr cmn