IAG Wealth Partners, LLC
Position in BBRE — JPMorgan BetaBuilders MSCI US REIT ETF
CIK 1827261
Waukesha, WI
All Filings in BBRE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BBRE | $3,062 | 32 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 BBRE | $2,962 | 32 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 BBRE | $3,055 | 32 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 BBRE | $2,947 | 32 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 BBRE | $3,008 | 32 | Shares | Sole | 2025-04-16 | |
| 2023-09-30 BBRE | $1,039,374 | 13,363 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 BBRE | $1,089,400 | 12,903 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 BBRE | $917,343 | 11,067 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 BBRE | $869,937 | 10,661 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 BBRE | $697,168 | 8,897 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 BBRE | $893,231 | 10,170 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||