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Ishares Tr cmn shares owned by Howe and Rusling

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Howe and Rusling from 13F filings

Historical chart of Howe and Rusling investment in Ishares Tr cmn

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All positions including Ishares Tr cmn held by Howe and Rusling consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Howe and Rusling

Quarter filed Position value Share count Share price at filing
2024-12-31 $11k 104 100.61
2024-03-31 $77k 771 99.43
2023-12-31 $103k 1.0k 98.59
2023-09-30 $140k 1.4k 96.92
2023-06-30 $207k 2.1k 97.60
2023-03-31 $24k 243 99.23

More positions owned by Howe and Rusling

Broadcom (AVGO)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Gwt (IUSG)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple Call Call Option (Principal) (AAPL)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core S&p Us Vlu (IUSV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Howe and Rusling

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn