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Ishares Tr fund shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $36k 763 46.53
2024-03-31 $36k 763 46.88

More positions owned by Richardson Financial Services

SPDR S&P 500 Etf - Equity (SPLG)
Vanguard Value ETF Exchange Traded Fund (VTV)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Apple Common Stock (AAPL)
Spdr S&p Developed World Ex-us Etf - Equity (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
Vanguard S&p 500 Etf - Equity (VOO)
NVIDIA Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)
Amazon.com Common Stock (AMZN)

View all positions for Richardson Financial Services

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
Hsbc Holdings
Bank of New York Mellon
UBS Group
Laurel Wealth Planning
Stewardship Advisors

View all funds holding Ishares Tr fund