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Ishares Tr shares owned by Valley National Advisers

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Valley National Advisers from 13F filings

Historical chart of Valley National Advisers investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Valley National Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Valley National Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $42k 971 43.25
2025-06-30 $40k 971 41.19

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
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Pimco Etf Tr Active Bd Etf (BOND)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
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View all positions for Valley National Advisers

Top funds holding Ishares Tr

Raymond James Financial
Eastern Bank
Mariner Wealth Advisors
Putnam Fl Investment Management
LPL Financial
Bailard
Miracle Mile Advisors
Shira Ridge Wealth Management
Koss-Olinger Consulting
Litman Gregory Asset Management
Franklin Resources
JNBA Financial Advisors
Advisory Services Network
Cary Street Partners Financial
Pensionmark Financial Group

View all funds holding Ishares Tr