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Ishares Tr cmn shares owned by LVW Advisors

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by LVW Advisors from 13F filings

Historical chart of LVW Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $36M 354k 101.32
2024-06-30 $33M 327k 99.49
2024-03-31 $31M 313k 99.43
2023-12-31 $29M 290k 98.59

More positions owned by LVW Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Microsoft Corporation (MSFT)
Capital Group International SHS (CGIE)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Total Usd (IUSB)

View all positions for LVW Advisors

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn