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Ishares Tr shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Ishares Tr

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All positions including Ishares Tr held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $459k 15k 30.62
2023-12-31 $461k 15k 30.80
2023-09-30 $396k 15k 26.40
2023-06-30 $400k 15k 26.69
2023-03-31 $421k 16k 26.61
2022-12-31 $14M 484k 28.14
2022-09-30 $13M 485k 25.67

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

Top funds holding Ishares Tr

Money Concepts Capital Corp
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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

View all funds holding Ishares Tr