OEF β€” ISHARES TR

Ownership history in WEST PACES ADVISORS INC.  Β·  1 quarter on record

This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in ISHARES TR (OEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    OEF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 28 β€” β€” 0.00% $9K $331.08

🏒 Other funds also holding OEF

As of 2025 Q4 β€” sorted by position size

CM WEALTH ADVISORS LLC 19.16% Marin Bay Wealth Advisors, LLC 15.35% Demars Financial Group, LLC 3Y 11.93% Wealth Forward, LLC 11.48% Avid Wealth Partners LLC 9.47% RIA Advisory Group LLC 3Y 8.93% MB Generational Wealth, LLC 8.41% TSA Wealth Managment LLC 7.88% Detalus Advisors, LLC 3Y 6.3% SNS Financial Group, LLC 3Y 7Y 6.23%
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