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Ishares Tr shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners investment in Ishares Tr

Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 202501M2M020k40k60k80k
Value ($)Share countHistorical SVAL position of Global Retirement Partners Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Ishares Tr by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.5M 76k 32.48
2023-06-30 $6.3k 235 26.69
2023-03-31 $5.8k 235 24.49

More positions owned by Global Retirement Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Arthur J. Gallagher & Co. (AJG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Short Treas Bd (SHV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Global Retirement Partners

Top funds holding Ishares Tr

Money Concepts Capital Corp
Sanctuary Advisors
Bank of America Corporation
Branch Banking & Trust Company
Global Retirement Partners
Goldman Sachs Group
Raymond James & Associates
LPL Financial
Raymond James Financial
Two Sigma Investments
Well Done
Envestnet Asset Management
Mariner Wealth Advisors
Global Assets Advisory
Susquehanna International

View all funds holding Ishares Tr