Ishares Tr esg 1 5 yr usd shares owned by Berger Financial Group
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Ishares Tr esg 1 5 yr usd
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All positions including Ishares Tr esg 1 5 yr usd held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $335k | 13k | 25.31 |
| 2025-06-30 | $319k | 13k | 25.17 |
| 2025-03-31 | $277k | 11k | 24.99 |
| 2024-12-31 | $253k | 10k | 24.70 |
| 2024-09-30 | $222k | 8.8k | 25.16 |
| 2024-03-31 | $278k | 11k | 24.48 |
| 2023-12-31 | $292k | 12k | 24.48 |
| 2023-09-30 | $376k | 16k | 23.77 |
| 2023-06-30 | $416k | 17k | 23.91 |
| 2023-03-31 | $429k | 18k | 24.06 |
| 2022-12-31 | $412k | 17k | 23.77 |
| 2022-09-30 | $409k | 17k | 23.50 |
| 2022-06-30 | $590k | 25k | 24.10 |
| 2022-03-31 | $601k | 24k | 24.64 |
| 2021-12-31 | $737k | 29k | 25.65 |
| 2021-09-30 | $746k | 29k | 25.99 |
| 2021-06-30 | $694k | 27k | 26.03 |
| 2021-03-31 | $695k | 27k | 25.97 |
| 2020-12-31 | $261k | 10k | 26.13 |