Ishares Tr shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $542k | 7.8k | 69.38 |
| 2025-06-30 | $375k | 5.8k | 64.13 |
| 2025-03-31 | $315k | 5.4k | 57.88 |
| 2024-12-31 | $283k | 4.7k | 60.35 |
| 2024-09-30 | $261k | 4.4k | 58.77 |
| 2024-06-30 | $223k | 4.0k | 55.69 |