Ishares Tr esg 1 5 yr usd shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group 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 Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.6M | 182k | 25.16 |
| 2024-06-30 | $4.3M | 177k | 24.49 |
| 2024-03-31 | $4.4M | 181k | 24.48 |
| 2023-09-30 | $4.0M | 168k | 23.77 |
| 2023-06-30 | $4.0M | 167k | 23.91 |
| 2023-03-31 | $4.0M | 167k | 24.06 |
| 2022-12-31 | $3.7M | 155k | 23.77 |
| 2022-09-30 | $3.8M | 161k | 23.49 |
| 2022-06-30 | $3.7M | 153k | 24.09 |
| 2022-03-31 | $3.0M | 123k | 24.63 |
| 2021-12-31 | $3.0M | 116k | 25.65 |
| 2021-09-30 | $2.0M | 78k | 25.98 |
| 2021-06-30 | $2.0M | 77k | 26.09 |
| 2021-03-31 | $1.5M | 57k | 25.98 |
| 2020-12-31 | $1.4M | 52k | 26.19 |
More positions owned by Wescott Financial Advisory Group
View all positions for Wescott Financial Advisory Group