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Ishares Tr shares owned by Opes Wealth Management

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

Historical chart of Opes Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $762k 18k 41.84
2024-09-30 $803k 19k 42.29
2024-06-30 $731k 19k 39.57
2024-03-31 $748k 18k 41.08
2023-12-31 $684k 18k 37.73
2023-09-30 $439k 13k 33.87

More positions owned by Opes Wealth Management

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Ishares Tr Core Total Usd (IUSB)
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Schwab Strategic Tr Fundamental Us B (FNDB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Opes Wealth Management

Top funds holding Ishares Tr

Raymond James Financial
Bank of America Corporation
Eastern Bank
Mariner Wealth Advisors
Bailard
LPL Financial
Koss-Olinger Consulting
Shira Ridge Wealth Management
Litman Gregory Asset Management
Franklin Resources
Francis Financial
JNBA Financial Advisors
Commonwealth Equity Services
Pensionmark Financial Group
Advisory Services Network

View all funds holding Ishares Tr

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