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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

Janus Short Duration (Principal) (VNLA)
Vanguard Europe Pacific ETF (Principal) (VEA)
Pgx etf (Principal) (PGX)
Ssga Active Etf Tr blkstn gsosrln (Principal) (SRLN)
First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)
iShares S&P SmallCap 600 Index (Principal) (IJR)
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)
Vanguard Information Technology ETF (Principal) (VGT)
Apple (Principal) (AAPL)
Merck & Co (Principal) (MRK)
Vanguard Health Care ETF (Principal) (VHT)
Netflix (Principal) (NFLX)
AutoZone (Principal) (AZO)
Ishares Inc msci emrg chn (Principal) (EMXC)

View all positions for Live Oak Investment Partners

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Francis Financial
Mercer Global Advisors
Royal Bank of Canada
Bank of America Corporation
Stewardship Advisors
UBS Group
Hsbc Holdings
Bank of New York Mellon
Creative Planning
Bank Julius Baer & Co. Ltd, Zurich
Laurel Wealth Planning
Jane Street
Assetmark

View all funds holding Ishares Tr fund