IAM Advisory »

T. Rowe Price shares owned by IAM Advisory

Quarter-by-quarter ownership of T. Rowe Price (TROW) shares owned by IAM Advisory from 13F filings

Historical chart of IAM Advisory investment in T. Rowe Price

Tip: Access up to 7 years of quarterly data

All positions including T. Rowe Price held by IAM Advisory 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 T. Rowe Price by IAM Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 1.9k 108.91
2024-06-30 $217k 1.9k 115.33
2024-03-31 $231k 1.9k 121.95

More positions owned by IAM Advisory

Proshares Tr S&p 500 Dv Arist (NOBL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Quality Grow (QGRO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vaneck Etf Trust Semiconductr Etf (SMH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Eli Lilly & Co. (LLY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for IAM Advisory

Top funds holding T. Rowe Price

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Charles Schwab Investment Management
Fayez Sarofim & Co
Geode Capital Management
Victory Capital Management
American Century Companies
Morgan Stanley
Provident Trust
Invesco
Northern Trust
Fisher Investments
Bank of New York Mellon

View all funds holding T. Rowe Price