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Ishares Tr shares owned by Addison Advisors

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $29k 700 41.84
2024-09-30 $30k 700 42.29
2023-03-31 $26k 760 33.99
2022-12-31 $25k 760 32.80

More positions owned by Addison Advisors

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Us Sml Cap Eqt (SMLF)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)

View all positions for Addison Advisors

Top funds holding Ishares Tr

Bank of America Corporation
Raymond James Financial
Eastern Bank
Raymond James & Associates
Mariner Wealth Advisors
Bailard
Koss-Olinger Consulting
Pensionmark Financial Group
Shira Ridge Wealth Management
LPL Financial
Franklin Resources
Francis Financial
Raymond James Financial Services Advisors
JNBA Financial Advisors
Commonwealth Equity Services

View all funds holding Ishares Tr