Ishares Tr fund shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 27k | 47.94 |
| 2025-09-30 | $1.3M | 26k | 48.13 |
| 2025-06-30 | $1.2M | 25k | 47.67 |
| 2025-03-31 | $1.2M | 25k | 47.36 |
| 2024-12-31 | $1.3M | 27k | 46.62 |
| 2024-09-30 | $1.3M | 27k | 48.34 |
| 2024-03-31 | $1.1M | 24k | 46.89 |
| 2023-12-31 | $1.1M | 23k | 47.23 |
More positions owned by Private Wealth Management Group
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