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Ishares Tr shares owned by BT Wealth Management

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by BT Wealth Management from 13F filings

Historical chart of BT Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by BT Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by BT Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $13M 484k 26.71
2022-03-31 $16M 504k 30.71
2021-12-31 $15M 452k 31.98
2021-09-30 $11M 353k 29.98
2021-06-30 $15M 481k 30.72
2021-03-31 $13M 426k 30.63

More positions owned by BT Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Us Sml Cp Value (SVAL)
Ishares Tr Blackrock Ultra (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Home Depot (HD)
Ishares Tr Russell 2000 Etf (IWM)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for BT Wealth Management

Top funds holding Ishares Tr

Global Assets Advisory
Branch Banking & Trust Company
Bank of America Corporation
Raymond James & Associates
LPL Financial
Susquehanna International
EWG Elevate
Envestnet Asset Management
Well Done
Mariner Wealth Advisors
Integrated Wealth Concepts
Warren Averett Asset Management
Commonwealth Equity Services
Raymond James Trust
Royal Bank of Canada

View all funds holding Ishares Tr