Wescott Financial Advisory Group »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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