Ishares Tr fund shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $455k | 9.4k | 48.13 |
| 2025-06-30 | $451k | 9.5k | 47.67 |
| 2025-03-31 | $431k | 9.1k | 47.36 |
| 2024-12-31 | $415k | 8.9k | 46.62 |
| 2024-09-30 | $416k | 8.6k | 48.34 |
| 2024-06-30 | $391k | 8.4k | 46.54 |
| 2024-03-31 | $351k | 7.5k | 46.89 |
| 2023-12-31 | $343k | 7.3k | 47.23 |
| 2023-09-30 | $324k | 7.2k | 45.13 |
| 2023-06-30 | $306k | 6.6k | 46.53 |
| 2023-03-31 | $306k | 6.5k | 47.09 |
| 2022-12-31 | $296k | 6.4k | 45.97 |
| 2022-09-30 | $297k | 6.5k | 45.50 |
| 2022-06-30 | $313k | 6.6k | 47.71 |
| 2022-03-31 | $309k | 6.1k | 50.44 |
| 2021-12-31 | $62k | 1.1k | 54.10 |
| 2021-09-30 | $39k | 720 | 54.17 |
| 2021-06-30 | $34k | 630 | 53.97 |
| 2021-03-31 | $31k | 575 | 53.91 |
| 2020-12-31 | $14k | 260 | 53.85 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors