Ishares Tr esg 1 5 yr usd shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial 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 Level Financial 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 Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $732k | 30k | 24.48 |
| 2023-12-31 | $702k | 29k | 24.48 |
| 2023-09-30 | $704k | 30k | 23.77 |
| 2023-06-30 | $1.1M | 45k | 23.91 |
| 2023-03-31 | $1.2M | 49k | 24.06 |
| 2022-12-31 | $1.2M | 49k | 23.77 |
| 2022-09-30 | $929k | 40k | 23.48 |
| 2022-06-30 | $963k | 40k | 24.08 |
| 2022-03-31 | $1.0M | 41k | 24.64 |
| 2021-12-31 | $796k | 31k | 25.65 |