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Ishares Tr shares owned by Transcend Wealth Collective

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Transcend Wealth Collective from 13F filings

Historical chart of Transcend Wealth Collective investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 5.5k 45.15
2022-06-30 $223k 7.4k 29.94
2022-03-31 $393k 11k 35.66
2021-12-31 $301k 7.6k 39.39
2021-09-30 $281k 7.3k 38.51

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Blue Owl Capital Corporation Cef (OBDC)
Microsoft Corp Stock (MSFT)
Merck & Co Stock (MRK)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Amazon Stock (AMZN)
Fs Kkr Cap Corp Cef (FSK)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Johnson & Johnson Stock (JNJ)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Chase & Co Stock (JPM)
Nvidia Corporation Stock (NVDA)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Blackstone Secd Lending Cef (BXSL)

View all positions for Transcend Wealth Collective

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
Envestnet Portfolio Solutions
SigFig Wealth Management
Adviser Investments
LPL Financial
Jpmorgan Chase & Co
Park Avenue Securities
Mackenzie Financial
Hanson McClain Advisors
Cetera Investment Advisers
Balanced Rock Investment Advisors
Financial Connections Group
Sei Investments
Invera Wealth Advisors

View all funds holding Ishares Tr