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Ishares Tr shares owned by HB Wealth Management

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.2M 169k 48.29
2023-09-30 $8.3M 192k 43.32
2023-06-30 $8.9M 200k 44.56
2023-03-31 $8.4M 202k 41.44
2022-12-31 $8.1M 208k 39.01
2022-09-30 $7.6M 211k 36.22
2022-06-30 $8.1M 214k 37.90
2022-03-31 $9.5M 214k 44.48
2021-12-31 $10M 216k 46.56