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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr esg 1 5 yr usd held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr esg 1 5 yr usd by Aprio Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |