Wealth Alliance »

Ishares Tr shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Wealth Alliance

Quarter filed Position value Share count Share price at filing
2024-12-31 $250k 11k 23.52
2024-09-30 $995k 37k 27.00

More positions owned by Wealth Alliance

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Alps Etf Tr Alerian Mlp (AMLP)
Amazon (AMZN)
Ishares Tr Eafe Grwth Etf (EFG)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Msci Emrg Chn (EMXC)

View all positions for Wealth Alliance

Top funds holding Ishares Tr

Traphagen Investment Advisors
Franklin Resources
Envestnet Asset Management
Bank of America Corporation
Mml Investors Services
Wealth Enhancement Advisory Services
Sanctuary Advisors
LPL Financial
Emerald Investment Partners
Cambridge Investment Research Advisors
Fore Capital
Atria Investments
Cetera Investment Advisers
Columbus Macro
Tortoise Investment Management

View all funds holding Ishares Tr