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Ishares Tr fund shares owned by Principal Securities

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

Historical chart of Principal Securities investment in Ishares Tr fund

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

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Quarterly reported holdings in Ishares Tr fund by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-12-31 $322k 6.9k 46.62
2024-09-30 $202k 4.2k 48.34
2024-06-30 $161k 3.5k 46.54
2024-03-31 $157k 3.3k 46.89
2023-12-31 $143k 3.0k 47.23

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Prin U S Small (PSC)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Principal Exchange Traded Prnc Invt Grad (IG)

View all positions for Principal Securities

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Envestnet Asset Management
Mercer Global Advisors
Francis Financial
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Creative Planning
Cetera Investment Advisers
Bank of New York Mellon
UBS Group
Hsbc Holdings
Assetmark
Laurel Wealth Planning

View all funds holding Ishares Tr fund