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Ishares Tr shares owned by Prepared Retirement Institute

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

Historical chart of Prepared Retirement Institute investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-09-30 $929k 28k 33.51
2025-06-30 $720k 23k 31.05
2025-03-31 $662k 22k 30.01

More positions owned by Prepared Retirement Institute

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Trust For Professional Man Crossingbrdg Pre (SPC)

View all positions for Prepared Retirement Institute

Top funds holding Ishares Tr

Money Concepts Capital Corp
Branch Banking & Trust Company
Tocqueville Asset Management
Citadel Advisors
Envestnet Asset Management
LPL Financial
Mariner Wealth Advisors
Prepared Retirement Institute
Susquehanna International
Royal Bank of Canada
Global Assets Advisory
Tower Research Capital
Well Done
Private Advisor
NovaPoint Capital

View all funds holding Ishares Tr