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Ishares Tr esg 1 5 yr usd shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 512k 25.16
2024-06-30 $973k 40k 24.49
2024-03-31 $1.0M 41k 24.48
2023-12-31 $351k 14k 24.48

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
Envestnet Asset Management
Morgan Stanley
Sontag Advisory
Royal Bank of Canada
LPL Financial
Acorns Advisers
Commonwealth Equity Services
Bank of New York Mellon
Envestnet Portfolio Solutions
Wells Fargo & Company
Modera Wealth Management
Private Ocean
Savant Capital Management
Jpmorgan Chase & Co

View all funds holding Ishares Tr esg 1 5 yr usd