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Ishares Tr fund shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $64k 1.4k 46.54
2024-03-31 $10k 213 47.00
2023-12-31 $10k 213 47.32
2023-09-30 $286 6 47.83
2023-06-30 $292 6 48.83
2023-03-31 $294 6 49.00
2022-12-31 $285 6 47.50
2022-09-30 $0 6 0.00
2022-06-30 $0 6 0.00
2022-03-31 $0 6 0.00
2021-12-31 $0 6 0.00
2021-09-30 $0 6 0.00
2021-03-31 $328 6 54.67