Ishares Tr fund shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Ishares Tr fund
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr fund held by Concentric Wealth Management 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 Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $290k | 6.0k | 48.34 |
| 2024-06-30 | $279k | 6.0k | 46.54 |
| 2024-03-31 | $281k | 6.0k | 46.89 |
More positions owned by Concentric Wealth Management
View all positions for Concentric Wealth Management