Walter & Keenan Financial Consulting »

Ishares Tr cmn shares owned by Walter & Keenan Financial Consulting

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Walter & Keenan Financial Consulting from 13F filings

Historical chart of Walter & Keenan Financial Consulting investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Walter & Keenan Financial Consulting 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 Walter & Keenan Financial Consulting

Quarter filed Position value Share count Share price at filing
2024-03-31 $607k 6.1k 99.43
2023-12-31 $651k 6.6k 98.59
2023-09-30 $674k 7.0k 96.92
2023-06-30 $1.4M 15k 97.60
2023-03-31 $1.4M 14k 99.23
2022-12-31 $1.2M 13k 96.96
2022-09-30 $214k 2.2k 96.18

More positions owned by Walter & Keenan Financial Consulting

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Intl Equity Index Tt Wrld St Etf (VT)
Johnson & Johnson (JNJ)
Procter & Gamble Company (PG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)
Wal-Mart Stores (WMT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Walter & Keenan Financial Consulting

Top funds holding Ishares Tr cmn

Betterment
Bank of America Corporation
Financial Gravity Wealth
Comprehensive Portfolio Management
Modera Wealth Management
AlTi Global
Wealthcare Advisory Partners
Partners Capital Investment Group
Financeware
3EDGE Asset Management
Wells Fargo & Company
Haverford Trust Company
O'shaughnessy Asset Management
Keating Investment Counselors
Central Trust & Investment

View all funds holding Ishares Tr cmn