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Ishares Tr shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment investment in Ishares Tr

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All positions including Ishares Tr held by Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 6.9k 29.51
2023-12-31 $204k 6.8k 29.83
2022-12-31 $205k 6.7k 30.67
2022-09-30 $207k 7.1k 29.20
2022-06-30 $206k 7.0k 29.35

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding Ishares Tr

Global Assets Advisory
Bank of America Corporation
Branch Banking & Trust Company
Raymond James & Associates
EWG Elevate
Well Done
Royal Bank of Canada
Mariner Wealth Advisors
Warren Averett Asset Management
Commonwealth Equity Services
Raymond James Trust
Advisor Group Holdings
Wealth Effects
Raymond James Financial Services Advisors
Citadel Advisors

View all funds holding Ishares Tr