Ishares Tr fund shares owned by Francis Financial
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Francis Financial
from 13F filings
Historical chart of Francis Financial investment in Ishares Tr fund
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr fund held by Francis Financial 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 Francis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 265k | 48.13 |
| 2025-06-30 | $12M | 253k | 47.67 |
| 2025-03-31 | $18M | 370k | 47.36 |
| 2024-12-31 | $16M | 345k | 46.62 |
| 2024-09-30 | $17M | 342k | 48.34 |
| 2024-06-30 | $15M | 326k | 46.54 |
| 2024-03-31 | $14M | 292k | 46.89 |
| 2023-12-31 | $9.8M | 208k | 47.23 |
| 2023-09-30 | $7.5M | 167k | 45.13 |
| 2023-06-30 | $9.0M | 194k | 46.54 |
| 2023-03-31 | $8.0M | 170k | 47.09 |
| 2022-12-31 | $356k | 7.7k | 45.97 |