Ishares Tr esg 1 5 yr usd shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera 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 Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 432k | 24.48 |
| 2023-09-30 | $9.7M | 409k | 23.77 |
| 2023-06-30 | $9.6M | 400k | 23.91 |
| 2023-03-31 | $366k | 15k | 24.06 |
| 2022-12-31 | $385k | 16k | 23.77 |
| 2022-09-30 | $266k | 11k | 23.51 |
| 2022-06-30 | $273k | 11k | 24.13 |
| 2022-03-31 | $279k | 11k | 24.66 |
| 2021-12-31 | $290k | 11k | 25.63 |