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iShares Dow Jones Transport. Avg. shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of iShares Dow Jones Transport. Avg. (IYT) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in iShares Dow Jones Transport. Avg.

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All positions including iShares Dow Jones Transport. Avg. held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Transport. Avg. by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 24k 69.73
2023-12-31 $1.5M 5.6k 262.44
2022-06-30 $207k 974 212.53
2022-03-31 $19k 665k 0.03
2021-12-31 $1.8M 6.4k 276.41
2021-06-30 $2.3M 8.7k 259.98
2021-03-31 $2.2M 8.5k 257.58
2020-12-31 $1.8M 8.1k 220.55
2020-09-30 $1.1M 5.3k 198.88

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole Advisors

Top funds holding iShares Dow Jones Transport. Avg.

Jpmorgan Chase & Co
Fisher Investments
Morgan Stanley
Migdal Insurance & Financial Holdings
Goldman Sachs Group
UBS Group
Wells Fargo & Company
Bank of America Corporation
Q3 Asset Management
Barclays
LPL Financial
Bnp Paribas Arbitrage, Snc
Commonwealth Equity Services
Susquehanna International
Citadel Advisors

View all funds holding iShares Dow Jones Transport. Avg.