Ishares Tr fund shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $109k | 2.4k | 45.97 |
| 2022-09-30 | $54k | 1.2k | 45.45 |
| 2022-06-30 | $61k | 1.3k | 47.76 |
| 2022-03-31 | $76k | 1.5k | 50.70 |
| 2021-09-30 | $56k | 1.0k | 55.01 |
| 2021-06-30 | $45k | 825 | 54.55 |
| 2021-03-31 | $37k | 684 | 54.09 |
More positions owned by Heritage Wealth Management
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