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Ishares Tr fund shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr fund by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 24k 46.89
2023-12-31 $1.1M 23k 47.23

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Francis Financial
Mercer Global Advisors
Royal Bank of Canada
Bank of America Corporation
Stewardship Advisors
UBS Group
Hsbc Holdings
Bank of New York Mellon
Creative Planning
Bank Julius Baer & Co. Ltd, Zurich
Laurel Wealth Planning
Jane Street
Assetmark

View all funds holding Ishares Tr fund