Ishares Tr fund shares owned by Nicola Wealth Management
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Nicola Wealth Management
from 13F filings
Historical chart of Nicola Wealth Management investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Nicola Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $942k | 20k | 47.09 |
| 2022-06-30 | $5.1M | 107k | 47.76 |
| 2022-03-31 | $5.4M | 107k | 50.59 |
| 2021-12-31 | $7.2M | 132k | 54.26 |
| 2021-09-30 | $8.5M | 155k | 54.87 |
| 2021-06-30 | $12M | 215k | 54.74 |
| 2021-03-31 | $8.2M | 150k | 54.67 |
| 2020-12-31 | $7.3M | 130k | 56.25 |
| 2020-09-30 | $6.7M | 120k | 55.59 |
| 2020-06-30 | $4.7M | 85k | 54.73 |
| 2020-03-31 | $2.8M | 52k | 53.08 |
| 2019-12-31 | $1.1M | 20k | 53.65 |