Ishares Tr esg 1 5 yr usd shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal Wealth Advisors 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 Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 41k | 25.31 |
| 2025-06-30 | $1.0M | 40k | 25.17 |
| 2025-03-31 | $1.1M | 42k | 24.99 |
| 2024-12-31 | $976k | 40k | 24.70 |
| 2024-09-30 | $898k | 36k | 25.16 |
| 2024-06-30 | $816k | 33k | 24.49 |
| 2024-03-31 | $863k | 35k | 24.48 |
| 2023-12-31 | $1.4M | 58k | 24.48 |
| 2023-09-30 | $1.2M | 52k | 23.77 |
| 2023-06-30 | $2.5M | 105k | 23.91 |
| 2023-03-31 | $2.3M | 97k | 24.06 |
| 2022-12-31 | $2.3M | 97k | 23.77 |
| 2022-09-30 | $1.4M | 61k | 23.48 |
| 2022-06-30 | $1.5M | 62k | 24.08 |
| 2022-03-31 | $1.1M | 46k | 24.62 |
| 2021-12-31 | $1.5M | 60k | 25.66 |
| 2021-09-30 | $1.4M | 56k | 25.99 |
| 2021-06-30 | $1.3M | 50k | 26.04 |
| 2021-03-31 | $1.1M | 44k | 25.98 |
| 2020-12-31 | $1000k | 38k | 26.19 |