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Ishares Tr fund shares owned by LRI Investments

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by LRI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $150k 3.1k 48.13
2025-06-30 $148k 3.1k 47.67
2025-03-31 $147k 3.1k 47.36

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Apple Stock (AAPL)
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Trane Technologies Stock (TT)

View all positions for LRI Investments

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
Envestnet Asset Management
Seeds Investor
Bank of New York Mellon
Jane Street
UBS Group
Assetmark
Laurel Wealth Planning

View all funds holding Ishares Tr fund