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
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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 |
|---|---|---|---|
| 2025-09-30 | $681k | 14k | 48.13 |
| 2025-06-30 | $670k | 14k | 47.67 |
| 2025-03-31 | $640k | 14k | 47.36 |
| 2024-12-31 | $604k | 13k | 46.62 |
| 2024-09-30 | $618k | 13k | 48.34 |
| 2024-06-30 | $593k | 13k | 46.54 |
| 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 |