Ishares Tr sustnble msci shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in Ishares Tr sustnble msci
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Quarterly reported holdings in Ishares Tr sustnble msci by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $445k | 5.5k | 81.05 |
| 2023-12-31 | $445k | 5.5k | 81.05 |
| 2023-09-30 | $406k | 5.4k | 74.53 |
| 2023-06-30 | $427k | 5.4k | 79.06 |
| 2023-03-31 | $397k | 5.0k | 79.19 |
| 2022-12-31 | $352k | 4.5k | 78.91 |
| 2022-09-30 | $314k | 4.4k | 70.98 |
| 2022-06-30 | $456k | 5.7k | 79.87 |
| 2022-03-31 | $460k | 5.4k | 85.33 |
| 2021-12-31 | $477k | 5.3k | 90.86 |
| 2021-09-30 | $501k | 5.2k | 96.12 |
| 2021-06-30 | $504k | 5.1k | 99.37 |
| 2021-03-31 | $452k | 4.8k | 94.78 |
| 2020-12-31 | $298k | 3.2k | 93.27 |
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