WMS Partners »

Ishares Tr shares owned by WMS Partners

Quarter-by-quarter ownership of Ishares Tr (ISVL) shares owned by WMS Partners from 13F filings

Historical chart of WMS Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $206k 5.8k 35.46
2021-12-31 $209k 5.8k 36.03
2021-09-30 $207k 5.8k 35.69

More positions owned by WMS Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core S&p Scp Etf (IJR)
T. Rowe Price (TROW)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
J P Morgan Exchange Traded F Short Dura Core (JSCP)

View all positions for WMS Partners

Top funds holding Ishares Tr

Municipal Employees' Retirement System of Michigan
Goss Wealth Management
Creative Planning
Glass Jacobson Investment Advisors
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Valued Wealth Advisors
Perigon Wealth Management
WMS Partners
Advisor Group Holdings
Anchor Investment Management
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group

View all funds holding Ishares Tr