Journey Advisory Group »

Ishares Tr shares owned by Journey Advisory Group

Quarter-by-quarter ownership of Ishares Tr (IDAT) shares owned by Journey Advisory Group from 13F filings

Historical chart of Journey Advisory Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $200k 6.8k 29.54
2022-09-30 $211k 11k 19.22
2022-06-30 $246k 11k 22.40

More positions owned by Journey Advisory Group

Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Journey Advisory Group

Top funds holding Ishares Tr

Jane Street
Susquehanna International
Journey Advisory Group
Banque Cantonale Vaudoise
Advisor Group Holdings
Benjamin F. Edwards & Company
Baystate Wealth Management
Versant Capital Management
Morgan Stanley
UBS Group

View all funds holding Ishares Tr