Ishares Tr fund shares owned by Plum Street Advisors
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 44k | 48.13 |
| 2025-06-30 | $1.4M | 30k | 47.67 |
| 2025-03-31 | $1.5M | 31k | 47.36 |
| 2024-12-31 | $1.4M | 31k | 46.62 |
| 2024-09-30 | $704k | 15k | 48.34 |
| 2024-06-30 | $670k | 14k | 46.54 |
| 2024-03-31 | $704k | 15k | 48.34 |
| 2023-12-31 | $677k | 14k | 47.23 |