Ishares Tr esg 1 5 yr usd shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For 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 Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $463k | 18k | 25.31 |
| 2025-06-30 | $392k | 16k | 25.17 |
| 2025-03-31 | $313k | 13k | 24.99 |
| 2024-12-31 | $268k | 11k | 24.70 |
| 2024-09-30 | $218k | 8.7k | 25.16 |
| 2019-12-31 | $509k | 20k | 25.42 |
| 2019-09-30 | $510k | 20k | 25.47 |
| 2019-06-30 | $507k | 20k | 25.32 |
| 2019-03-31 | $501k | 20k | 25.02 |
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