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Ishares Tr shares owned by Lucia Wealth Services

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

Historical chart of Lucia Wealth Services investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Lucia Wealth Services

Quarter filed Position value Share count Share price at filing
2020-09-30 $285k 8.6k 33.15
2020-06-30 $267k 8.6k 31.06
2020-03-31 $2.4M 92k 26.45
2019-12-31 $6.9M 201k 34.48
2019-09-30 $7.9M 246k 31.92
2019-06-30 $8.6M 272k 31.76
2019-03-31 $11M 343k 31.03
2018-12-31 $8.0M 288k 27.86
2018-09-30 $13M 390k 33.62