Ishares Tr esg 1 5 yr usd shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.0M | 368k | 24.48 |
| 2023-09-30 | $9.7M | 410k | 23.77 |
| 2023-06-30 | $12M | 1.1k | 10879.04 |
| 2023-03-31 | $1.4M | 16k | 87.77 |
| 2022-12-31 | $8.6M | 363k | 23.77 |
| 2022-09-30 | $7.7M | 330k | 23.49 |
| 2022-06-30 | $7.7M | 319k | 24.09 |
| 2022-03-31 | $5.4M | 219k | 24.63 |
| 2021-12-31 | $2.3M | 90k | 25.65 |