Ishares Trust Barclays shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Ishares Trust Barclays
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All positions including Ishares Trust Barclays held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $227k | 4.9k | 45.86 |
2023-03-31 | $23M | 497k | 46.19 |
2022-12-31 | $22M | 470k | 45.91 |
2022-09-30 | $28M | 618k | 45.85 |
2022-06-30 | $27M | 558k | 48.11 |
2022-03-31 | $25M | 504k | 49.85 |
2021-12-31 | $23M | 434k | 53.03 |
2020-06-30 | $4.0k | 64 | 62.50 |
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