Ishares Tr fund shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial Advisors investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Walkner Condon Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.0M | 22k | 46.62 |
| 2024-09-30 | $1.0M | 22k | 48.34 |
| 2024-06-30 | $1.1M | 24k | 46.54 |
| 2024-03-31 | $988k | 21k | 46.89 |
| 2023-12-31 | $1.0M | 22k | 47.23 |
| 2023-09-30 | $933k | 21k | 45.13 |
| 2023-06-30 | $887k | 19k | 46.51 |
| 2023-03-31 | $993k | 21k | 47.05 |
| 2022-12-31 | $868k | 19k | 45.99 |
| 2022-09-30 | $770k | 17k | 45.55 |
| 2022-06-30 | $728k | 15k | 47.73 |
| 2022-03-31 | $555k | 11k | 50.63 |
| 2021-06-30 | $491k | 9.1k | 54.23 |
More positions owned by Walkner Condon Financial Advisors
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