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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

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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
2024-09-30 $72k 1.5k 46.53
2024-06-30 $36k 763 46.53
2024-03-31 $36k 763 46.88

More positions owned by Richardson Financial Services

Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard Value ETF Exchange Traded Fund (VTV)
SPDR S&P 500 Etf - Equity (SPLG)
Apple Common Stock (AAPL)
Vanguard S&p 500 Etf - Equity (VOO)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
NVIDIA Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Spdr S&p 500 Etf Etf - Equity (SPY)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)

View all positions for Richardson Financial Services

Top funds holding Ishares Tr fund

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
Laurel Wealth Planning
Stewardship Advisors
Assetmark
Envestnet Portfolio Solutions

View all funds holding Ishares Tr fund