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Ishares Tr fund shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr fund by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $628k 13k 46.89
2023-12-31 $349k 7.4k 47.23
2023-09-30 $316k 7.0k 45.13
2023-06-30 $264k 5.7k 46.54
2022-09-30 $265k 5.8k 45.56
2022-06-30 $289k 6.0k 47.82
2022-03-31 $3.9M 77k 50.59
2021-12-31 $4.1M 75k 54.26
2021-09-30 $4.1M 74k 54.87
2021-06-30 $3.9M 71k 54.73
2021-03-31 $2.9M 53k 54.66