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Ishares Tr fund shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition Wealth Management investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.0k 69 43.48
2023-06-30 $4.0k 88 45.45
2023-03-31 $142k 3.0k 47.10
2022-12-31 $132k 2.9k 45.99
2022-09-30 $115k 2.5k 45.73
2022-06-30 $119k 2.5k 47.64
2022-03-31 $123k 2.4k 50.68
2021-12-31 $113k 2.1k 54.27
2021-09-30 $19k 344 55.23
2021-06-30 $15k 270 55.56