Ishares Tr fund shares owned by Brio Consultants
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Brio Consultants
from 13F filings
Historical chart of Brio Consultants investment in Ishares Tr fund
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr fund held by Brio Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr fund by Brio Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $956k | 20k | 48.13 |
| 2025-06-30 | $862k | 18k | 47.67 |
| 2025-03-31 | $856k | 18k | 47.36 |
| 2024-12-31 | $805k | 17k | 46.62 |
| 2024-09-30 | $722k | 15k | 48.34 |
| 2024-06-30 | $654k | 14k | 46.54 |
| 2024-03-31 | $567k | 12k | 46.89 |
| 2023-12-31 | $575k | 12k | 47.23 |
| 2023-09-30 | $443k | 9.8k | 45.13 |
| 2023-06-30 | $408k | 8.8k | 46.54 |
| 2023-03-31 | $383k | 8.1k | 47.09 |
| 2022-12-31 | $368k | 8.0k | 45.97 |
| 2022-09-30 | $332k | 7.4k | 44.59 |