Ishares Tr esg 1 5 yr usd shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in Ishares Tr esg 1 5 yr usd
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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $662k | 26k | 25.31 |
| 2025-06-30 | $750k | 30k | 25.17 |
| 2025-03-31 | $785k | 31k | 24.99 |
| 2024-12-31 | $762k | 31k | 24.70 |
| 2024-09-30 | $765k | 30k | 25.16 |
| 2024-06-30 | $743k | 30k | 24.49 |
| 2024-03-31 | $981k | 40k | 24.48 |
| 2023-12-31 | $1.5M | 63k | 24.48 |
| 2023-09-30 | $488k | 21k | 23.77 |
| 2023-06-30 | $472k | 20k | 23.91 |
| 2023-03-31 | $457k | 19k | 24.06 |