Ishares Tr fund shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $566k | 12k | 46.62 |
| 2024-09-30 | $639k | 13k | 48.34 |
| 2024-06-30 | $617k | 13k | 46.54 |
| 2024-03-31 | $628k | 13k | 46.89 |
| 2023-12-31 | $349k | 7.4k | 47.23 |
| 2023-09-30 | $316k | 7.0k | 45.13 |
| 2023-06-30 | $264k | 5.7k | 46.54 |
| 2022-09-30 | $265k | 5.8k | 45.56 |
| 2022-06-30 | $289k | 6.0k | 47.82 |
| 2022-03-31 | $3.9M | 77k | 50.59 |
| 2021-12-31 | $4.1M | 75k | 54.26 |
| 2021-09-30 | $4.1M | 74k | 54.87 |
| 2021-06-30 | $3.9M | 71k | 54.73 |
| 2021-03-31 | $2.9M | 53k | 54.66 |
More positions owned by Kestra Private Wealth Services
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