Back to WA Wealthspire Advisors, LLC

IBTFIBTF
13 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ISHARES TR

Wealthspire Advisors, LLC previously held 0 shares of IBTF (ISHARES TR), worth $0 as of 2025-Q4.

Final Value

$0

Final Shares

0

Total Value Change

-$823,677

Total Shares Change

-35,381

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q4
Latest
Exited
0
-100.0%
$00.0%$23.22
0
2025-Q3
Decreased
168,436
-0.4%
$3.9M0.0%$23.13
0
2025-Q2
Increased
169,088
+1.7%
$3.9M0.0%$22.87
27
2025-Q1
Increased
166,234
+0.7%
$3.9M0.0%$22.65
27
2024-Q4
Increased
165,054
+0.6%
$3.8M0.0%$22.42
27
2024-Q3
Decreased
164,057
-7.8%
$3.8M0.0%$22.23
0
2024-Q2
Increased
178,011
+11.8%
$4.1M0.1%$21.79
30
2024-Q1
Increased
159,296
+5.3%
$3.7M0.0%$21.56
28
2023-Q4
Increased
151,288
+9.3%
$3.5M0.1%$21.46
29
2023-Q3
Increased
138,402
+33.2%
$3.2M0.1%$20.97
34
2023-Q2
Increased
103,885
+15.6%
$2.4M0.0%$20.81
30
2023-Q1
Increased
89,875
+154.0%
$2.1M0.0%$20.94
42
2022-Q4
New
35,381
-
$823,6770.0%$20.61
34

Other major holders of IBTF: CAPTRUST FINANCIAL ADVISORS

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used