Ishares Tr fund shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in Ishares Tr fund
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr fund held by Laurel Wealth Planning 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 Laurel Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 56k | 48.35 |
| 2024-06-30 | $2.6M | 57k | 46.54 |
| 2024-03-31 | $2.6M | 55k | 46.88 |
| 2023-12-31 | $2.5M | 53k | 47.23 |
| 2023-09-30 | $2.4M | 53k | 45.14 |
| 2023-06-30 | $2.5M | 53k | 46.53 |
| 2023-03-31 | $2.7M | 58k | 47.10 |
| 2022-12-31 | $2.2M | 49k | 45.97 |
| 2022-09-30 | $2.1M | 47k | 45.58 |
| 2022-06-30 | $2.1M | 43k | 47.75 |
| 2022-03-31 | $2.1M | 42k | 50.59 |
| 2021-12-31 | $1.4M | 27k | 54.25 |
| 2021-09-30 | $210k | 3.8k | 54.97 |