Ishares Tr fund shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Ishares Tr fund
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All positions including Ishares Tr fund held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr fund by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $170k | 3.5k | 48.13 |
| 2025-06-30 | $168k | 3.5k | 47.67 |
| 2025-03-31 | $164k | 3.5k | 47.36 |
| 2024-12-31 | $154k | 3.3k | 46.62 |
| 2024-09-30 | $100k | 2.1k | 48.34 |
| 2024-06-30 | $97k | 2.1k | 47.01 |
| 2024-03-31 | $99k | 2.1k | 46.89 |
| 2023-12-31 | $77k | 1.6k | 47.23 |
| 2023-09-30 | $73k | 1.6k | 45.13 |
| 2023-06-30 | $70k | 1.5k | 46.54 |
| 2023-03-31 | $70k | 1.5k | 47.09 |
| 2022-12-31 | $68k | 1.5k | 45.97 |
| 2022-09-30 | $67k | 1.5k | 45.70 |
| 2022-06-30 | $70k | 1.5k | 47.91 |
| 2022-03-31 | $72k | 1.4k | 50.28 |
| 2021-12-31 | $78k | 1.4k | 54.47 |
More positions owned by Morton Brown Family Wealth
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