Ishares Tr fund shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 21k | 48.13 |
| 2025-06-30 | $734k | 15k | 47.67 |
| 2025-03-31 | $550k | 12k | 47.36 |
| 2024-12-31 | $611k | 13k | 46.62 |
| 2024-09-30 | $596k | 12k | 48.34 |
| 2024-06-30 | $449k | 9.6k | 46.54 |
| 2024-03-31 | $424k | 9.0k | 46.89 |
| 2023-12-31 | $400k | 8.5k | 47.23 |
| 2023-09-30 | $447k | 9.9k | 45.13 |
| 2023-06-30 | $416k | 8.9k | 46.54 |
| 2023-03-31 | $243k | 5.2k | 47.09 |
| 2022-12-31 | $244k | 5.3k | 45.97 |