Ishares Tr esg 1 5 yr usd shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 78k | 24.48 |
| 2023-09-30 | $1.8M | 76k | 23.77 |
| 2023-06-30 | $1.8M | 74k | 23.91 |
| 2023-03-31 | $1.7M | 70k | 24.06 |
| 2022-12-31 | $1.4M | 59k | 23.77 |
| 2022-09-30 | $1.3M | 56k | 23.48 |
| 2022-06-30 | $1.5M | 60k | 24.08 |
| 2022-03-31 | $1.4M | 58k | 24.62 |
| 2021-12-31 | $851k | 33k | 25.65 |
| 2021-09-30 | $650k | 25k | 25.98 |
| 2021-06-30 | $484k | 19k | 26.07 |
| 2021-03-31 | $220k | 8.5k | 25.93 |
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