investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

ISHARES TR
(46434VAX8)

Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Motley FOOL Wealth Management LLC 982,245 $24,959k Jun 30, 2019 Aug 14, 2019
Sigma Investment Counselors Inc 381,576 $9,696k Jun 30, 2019 Jul 23, 2019
TLWM LLC 350,918 $8,926k Jun 30, 2019 Jul 12, 2019
DAY & Ennis LLC 219,679 $5,582k Jun 30, 2019 Aug 2, 2019
Corda Investment Management LLC 200,385 $5,091k Jun 30, 2019 Aug 9, 2019
Matthew GOFF Investment Advisor LLC 172,784 $4,390k Jun 30, 2019 Aug 5, 2019
Murphy Middleton Hinkle & Parker Inc 124,336 $3,159k Jun 30, 2019 Jul 15, 2019
Aspiriant LLC 123,355 $3,134k Jun 30, 2019 Aug 6, 2019
Lyell Wealth Management LP 71,553 $1,818k Jun 30, 2019 Aug 1, 2019
Exchange Capital Management Inc 54,566 $1,387k Jun 30, 2019 Jul 22, 2019
Vivaldi Capital Management LLC 53,466 $1,359k Jun 30, 2019 Aug 14, 2019
Confluence Investment Management LLC 47,858 $1,216k Jun 30, 2019 Jul 24, 2019
Security Asset Management Inc 43,600 $1,108k Jun 30, 2019 Aug 6, 2019
Sonata Capital Group Inc 21,343 $542k Jun 30, 2019 Aug 5, 2019
Cambridge Investment Research Advisors Inc 15,515 $394k Jun 30, 2019 Aug 15, 2019
Cypress Wealth Services LLC 13,027 $331k Jun 30, 2019 Jul 24, 2019
RDL Financial Inc 12,291 $312k Jun 30, 2019 Jul 17, 2019
Stokes & Hubbell Capital Management LLC 10,600 $265k Mar 31, 2019 Apr 24, 2019
Segment Wealth Management LLC 9,697 $246k Jun 30, 2019 Jul 29, 2019
Beacon Capital Management Inc 7 $0k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management LLC 7 $0k Jun 30, 2019 Jul 18, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.