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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All positions including Ishares Tr fund held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |