Ishares Tr msci lw crb tg shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Ishares Tr msci lw crb tg
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Quarterly reported holdings in Ishares Tr msci lw crb tg by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.6M | 23k | 196.13 |
| 2024-06-30 | $4.1M | 23k | 183.26 |
| 2024-03-31 | $4.1M | 23k | 179.49 |
| 2023-12-31 | $3.9M | 24k | 165.48 |
| 2023-09-30 | $3.6M | 24k | 150.25 |
| 2023-06-30 | $3.8M | 25k | 156.39 |
| 2023-03-31 | $3.6M | 25k | 147.94 |
| 2022-12-31 | $3.7M | 27k | 138.13 |
| 2022-09-30 | $3.1M | 25k | 126.62 |
| 2022-06-30 | $3.4M | 25k | 136.79 |
| 2022-03-31 | $8.1M | 49k | 163.27 |
| 2021-12-31 | $7.4M | 43k | 173.96 |
| 2021-09-30 | $4.6M | 28k | 164.30 |
| 2021-06-30 | $4.4M | 26k | 166.02 |
| 2021-03-31 | $4.3M | 28k | 156.13 |
| 2020-12-31 | $4.1M | 28k | 148.80 |
| 2020-09-30 | $3.3M | 25k | 130.98 |
| 2020-06-30 | $7.9M | 65k | 120.82 |
| 2020-03-31 | $6.4M | 63k | 102.27 |
| 2019-12-31 | $6.7M | 52k | 129.41 |
| 2019-09-30 | $6.2M | 51k | 120.16 |
| 2019-06-30 | $5.6M | 47k | 119.71 |
| 2019-03-31 | $8.6M | 73k | 116.61 |
| 2018-12-31 | $5.1M | 50k | 103.02 |