Ishares Tr esg usd corpt shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ishares Tr esg usd corpt
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Quarterly reported holdings in Ishares Tr esg usd corpt by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $335k | 14k | 23.79 |
| 2024-06-30 | $357k | 16k | 22.72 |
| 2024-03-31 | $361k | 16k | 22.99 |
| 2023-12-31 | $1.0M | 44k | 23.01 |
| 2023-09-30 | $877k | 40k | 21.76 |
| 2023-06-30 | $1.1M | 46k | 22.74 |
| 2023-03-31 | $970k | 42k | 23.02 |
| 2022-12-31 | $729k | 33k | 22.30 |
| 2022-09-30 | $690k | 32k | 21.79 |
| 2022-06-30 | $594k | 26k | 23.16 |
| 2022-03-31 | $499k | 20k | 25.14 |