Ishares Tr esg 1 5 yr usd shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group 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 Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 61k | 24.48 |
| 2023-12-31 | $1.5M | 61k | 24.48 |
| 2023-09-30 | $1.4M | 61k | 23.77 |
| 2023-06-30 | $1.4M | 58k | 23.91 |
| 2023-03-31 | $1.1M | 48k | 24.06 |
| 2022-12-31 | $723k | 30k | 23.77 |
| 2022-09-30 | $693k | 30k | 23.49 |
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