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Ishares Tr fund shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr fund by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $571k 12k 46.89
2023-12-31 $553k 12k 47.23
2023-09-30 $507k 11k 45.13
2023-06-30 $501k 11k 46.54
2023-03-31 $489k 10k 47.09
2022-12-31 $602k 13k 45.97

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Fds Health Car Etf (VHT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Simplify Exchange Traded Fun Short Term Trea (TUA)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Real Estate Etf (AVRE)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Vanguard World Fds Comm Srvc Etf (VOX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Microsoft Corporation (MSFT)

View all positions for Aprio Wealth Management

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Envestnet Asset Management
Mercer Global Advisors
Francis Financial
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Stewardship Advisors
Creative Planning
Hsbc Holdings
Bank of New York Mellon
UBS Group
Jane Street
Laurel Wealth Planning

View all funds holding Ishares Tr fund