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Ishares Tr msci lw crb tg shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Ishares Tr msci lw crb tg

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20250100k200k300k400k0100020003000
Value ($)Share countHistorical CRBN position of Concord Wealth Partners Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci lw crb tg held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci lw crb tg by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $10k 52 193.60
2024-09-30 $18k 91 196.13
2024-06-30 $33k 178 183.26
2024-03-31 $117k 652 179.49
2023-12-31 $48k 287 165.47
2023-09-30 $116k 775 150.25
2023-06-30 $153k 975 156.39
2023-03-31 $135k 911 147.94
2022-12-31 $145k 1.1k 138.14
2022-06-30 $163k 1.2k 137.09
2022-03-31 $220k 1.3k 163.20
2021-12-31 $240k 1.4k 174.17
2021-09-30 $223k 1.4k 164.33
2021-06-30 $321k 1.9k 166.06
2021-03-31 $381k 2.4k 156.08
2020-12-31 $437k 2.9k 148.69