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Ishares Tr fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Ishares Tr fund

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All positions including Ishares Tr fund held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0k 38 26.32
2023-12-31 $1.0k 38 26.32
2023-09-30 $1.0k 38 26.32
2023-06-30 $999 37 27.03
2023-03-31 $999 37 27.03
2022-12-31 $999 37 27.03
2022-09-30 $1.0k 36 27.78
2022-06-30 $9.0k 183 49.18

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Williams Sonoma Common Stock (WSM)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Apple Common Stock (AAPL)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Walmart Common Stock (WMT)
Procter & Gamble Common Stock (PG)
Pepsico Common Stock (PEP)
Mcdonalds Corp Common Stock (MCD)
The Coca-cola Common Stock (KO)
Ingredion Common Stock (INGR)
Johnson & Johnson Common Stock (JNJ)

View all positions for Coston, McIsaac & Partners

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