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Ishares Tr shares owned by Opes Wealth Management

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Opes Wealth Management from 13F filings

Historical chart of Opes Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $748k 18k 41.08
2023-12-31 $684k 18k 37.73
2023-09-30 $439k 13k 33.87

More positions owned by Opes Wealth Management

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Gilead Sciences (GILD)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
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Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Opes Wealth Management

Top funds holding Ishares Tr

Raymond James & Associates
Raymond James Financial Services Advisors
Bailard
Eastern Bank
Shira Ridge Wealth Management
Franklin Resources
Commonwealth Equity Services
Mariner Wealth Advisors
JNBA Financial Advisors
Advisory Services Network
Wrapmanager
RVW Wealth
Cary Street Partner Investment Advisory
Bank of America Corporation
Advisor Group Holdings

View all funds holding Ishares Tr