Ishares Tr esg 1 5 yr usd shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $217k | 8.7k | 25.04 |
| 2025-03-31 | $227k | 9.1k | 24.99 |
| 2024-12-31 | $1.6M | 63k | 24.70 |
| 2024-09-30 | $1.5M | 61k | 25.16 |
| 2024-03-31 | $431k | 18k | 24.48 |
| 2023-12-31 | $466k | 19k | 24.48 |
| 2023-09-30 | $435k | 18k | 23.77 |
| 2023-06-30 | $696k | 29k | 23.91 |
| 2023-03-31 | $728k | 30k | 24.06 |
| 2022-12-31 | $1.2M | 49k | 23.77 |
| 2022-09-30 | $582k | 25k | 23.49 |
| 2022-06-30 | $601k | 25k | 24.12 |
| 2022-03-31 | $649k | 26k | 24.61 |