Ishares Tr esg 1 5 yr usd shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 41k | 25.31 |
| 2025-06-30 | $1.0M | 42k | 25.17 |
| 2025-03-31 | $1.3M | 53k | 24.99 |
| 2024-12-31 | $1.8M | 75k | 24.70 |
| 2024-09-30 | $1.7M | 67k | 25.16 |
| 2024-06-30 | $1.1M | 46k | 24.49 |
| 2024-03-31 | $1.2M | 51k | 24.48 |
| 2023-12-31 | $1.0M | 41k | 24.48 |
| 2023-09-30 | $985k | 41k | 23.77 |
| 2023-06-30 | $818k | 34k | 23.91 |
| 2023-03-31 | $704k | 29k | 24.06 |
| 2022-12-31 | $619k | 26k | 23.77 |
| 2022-09-30 | $369k | 16k | 23.48 |
| 2022-06-30 | $279k | 12k | 24.09 |
| 2021-12-31 | $212k | 8.3k | 25.67 |
| 2019-06-30 | $320k | 13k | 25.31 |
| 2019-03-31 | $402k | 16k | 25.04 |
| 2018-12-31 | $280k | 12k | 24.41 |
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