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Ishares Tr shares owned by Retirement Group

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Retirement Group from 13F filings

Historical chart of Retirement Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Retirement Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 183k 26.70
2023-12-31 $462k 17k 27.47

More positions owned by Retirement Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Exxon Mobil Corporation (XOM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Chevron Corporation (CVX)
Vanguard Index Fds Value Etf (VTV)
Jefferies Finl Group (JEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 20+ Year Tr Bd (TLTW)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Retirement Group

Top funds holding Ishares Tr

Traphagen Investment Advisors
Franklin Resources
LPL Financial
Bank of America Corporation
Mml Investors Services
Envestnet Asset Management
Sanctuary Advisors
Fortress Wealth Group
Emerald Investment Partners
Tortoise Investment Management
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Cetera Investment Advisers
AlphaStar Capital Management

View all funds holding Ishares Tr