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Ishares Tr shares owned by Embree Financial Group

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Embree Financial Group from 13F filings

Historical chart of Embree Financial Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Embree Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $227k 5.0k 45.30
2024-09-30 $221k 5.0k 44.22

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Ishares Tr Russell 3000 Etf (IWV)
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NVIDIA Corporation (NVDA)
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Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Putnam Etf Trust Focused Lar Cap (PVAL)
Dimensional Etf Trust Internatnal Val (DFIV)
Cme (CME)

View all positions for Embree Financial Group

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
LPL Financial
Brown Advisory Holdings Incorporated
JNBA Financial Advisors
Raymond James Financial
Better Money Decisions
Alpine Bank Wealth Management
Wharton Business Group
Franklin Resources
Atlantic Private Wealth
BSW Wealth Partners
Thrivent Financial for Lutherans
Biltmore Family Office
Gould Asset Management

View all funds holding Ishares Tr