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Ishares Tr shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $176k 6.1k 28.89
2023-06-30 $107k 3.2k 33.50

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Diversifid Crp (KORP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Caterpillar (CAT)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Merck & Co (MRK)

View all positions for Core Wealth Advisors

Top funds holding Ishares Tr

Emerald Investment Partners
Jane Street
Franklin Resources
Tortoise Investment Management
Fortress Wealth Group
Advisor Group Holdings
Atomi Financial Group
Branch Banking & Trust Company
Elmwood Wealth Management
Royal Bank of Canada
Latitude Advisors
Bank of America Corporation
Stifel Financial
Scotia Capital
Retirement Group

View all funds holding Ishares Tr