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Ishares Tr fund shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Live Oak Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $42k 903 46.54
2023-03-31 $43k 903 47.09
2022-12-31 $42k 903 45.97

More positions owned by Live Oak Investment Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ssga Active Etf Tr State Street Bla (SRLN)
Hartford Fds Exchange Traded Strategic Income (HFSI)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
New York Life Investments Et Nyli Hedge Multi (QAI)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Us Sml Cap Eqt (SMLF)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Msci Emrg Chn (EMXC)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Amazon (AMZN)

View all positions for Live Oak Investment Partners

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Mercer Global Advisors
Francis Financial
Royal Bank of Canada
Creative Planning
LPL Financial
Impact Investors
Seeds Investor
Envestnet Asset Management
Bank of New York Mellon
Jane Street
Assetmark
UBS Group
Laurel Wealth Planning

View all funds holding Ishares Tr fund