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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr esg 1 5 yr usd held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 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 |