Ishares Tr esg 1 5 yr usd shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in Ishares Tr esg 1 5 yr usd
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr esg 1 5 yr usd held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $262k | 11k | 24.48 |
| 2023-09-30 | $255k | 11k | 23.77 |
| 2023-06-30 | $316k | 13k | 23.91 |
| 2023-03-31 | $307k | 13k | 24.06 |
| 2022-12-31 | $273k | 12k | 23.77 |
| 2022-09-30 | $275k | 12k | 23.46 |
| 2022-06-30 | $301k | 13k | 24.09 |
| 2022-03-31 | $245k | 9.9k | 24.64 |
| 2021-12-31 | $255k | 9.9k | 25.67 |
| 2021-09-30 | $257k | 9.9k | 26.00 |
| 2021-06-30 | $256k | 9.8k | 26.06 |
| 2021-03-31 | $250k | 9.6k | 25.93 |
| 2020-12-31 | $231k | 8.8k | 26.17 |
| 2020-09-30 | $227k | 8.7k | 26.05 |
| 2020-06-30 | $216k | 8.3k | 26.02 |