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Ishares Tr shares owned by Financial Connections Group

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Financial Connections Group from 13F filings

Historical chart of Financial Connections Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Financial Connections Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.1M 179k 39.82
2023-09-30 $6.0M 172k 34.66
2023-06-30 $4.6M 127k 35.95
2023-03-31 $4.4M 133k 33.06
2022-12-31 $4.1M 133k 30.66
2022-09-30 $4.0M 144k 28.02
2022-06-30 $4.8M 160k 29.87
2022-03-31 $4.9M 138k 35.69
2021-12-31 $4.8M 121k 39.44

More positions owned by Financial Connections Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Esg Msci Usa Etf (USXF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Msci Gbl Min Vol (ACWV)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Eafe Etf (DMXF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Financial Connections Group

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
Adviser Investments
SigFig Wealth Management
Jpmorgan Chase & Co
Advisor Group Holdings
Park Avenue Securities
Mackenzie Financial
Hanson McClain Advisors
Financial Connections Group
Spinnaker Trust
Invera Wealth Advisors
Atria Wealth Solutions
Royal Bank of Canada
One Wealth Advisors
Goldman Sachs Group

View all funds holding Ishares Tr