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Ishares Tr shares owned by Koss-Olinger Consulting

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Koss-Olinger Consulting from 13F filings

Historical chart of Koss-Olinger Consulting investment in Ishares Tr

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All positions including Ishares Tr held by Koss-Olinger Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Koss-Olinger Consulting

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 146k 42.29
2024-06-30 $5.6M 142k 39.57
2023-09-30 $3.4M 101k 33.87

More positions owned by Koss-Olinger Consulting

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Broad Usd High (USHY)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Tesla Motors (TSLA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pimco Etf Tr Active Bd Etf (BOND)
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)

View all positions for Koss-Olinger Consulting

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr