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Ishares Tr shares owned by Pathway Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Pathway Financial Advisors from 13F filings

Historical chart of Pathway Financial Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Pathway Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $314k 7.5k 41.81
2024-03-31 $386k 9.8k 39.17

More positions owned by Pathway Financial Advisors

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Global Mater Etf (MXI)
Ishares Tr Core S&p Scp Etf (IJR)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Specialized Funds Div App Etf (VIG)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Val Etf (IVE)
Honeywell International (HON)
The Baldwin Insurance Grp In Com Cl A (BWIN)
American Centy Etf Tr Us Quality Grow (QGRO)

View all positions for Pathway Financial Advisors

Top funds holding Ishares Tr

Bailard
Franklin Resources
Merriman Wealth Management
Balanced Rock Investment Advisors
Cambridge Investment Research Advisors
Better Money Decisions
LPL Financial
JNBA Financial Advisors
Cetera Investment Advisers
Honkamp Krueger Financial Services
Atlantic Private Wealth
Biltmore Family Office
Mariner Wealth Advisors
Pamela Horwath
Mml Investors Services

View all funds holding Ishares Tr