Ishares Tr esg usd corpt shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Ishares Tr esg usd corpt
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Quarterly reported holdings in Ishares Tr esg usd corpt by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 75k | 22.72 |
| 2024-09-30 | $1.7M | 73k | 23.79 |
| 2024-06-30 | $1.6M | 71k | 22.72 |
| 2024-03-31 | $1.4M | 60k | 22.99 |
| 2023-12-31 | $1.1M | 47k | 23.27 |
| 2023-09-30 | $911k | 42k | 21.76 |
| 2023-06-30 | $646k | 28k | 22.74 |
| 2023-03-31 | $602k | 26k | 23.02 |
| 2022-12-31 | $367k | 17k | 22.30 |
| 2022-09-30 | $346k | 16k | 21.78 |
| 2022-06-30 | $54k | 2.3k | 23.28 |
| 2022-03-31 | $117k | 4.7k | 25.15 |
| 2021-12-31 | $140k | 5.1k | 27.20 |
| 2021-09-30 | $114k | 4.1k | 27.52 |
| 2021-06-30 | $151k | 5.4k | 27.75 |
| 2021-03-31 | $119k | 4.4k | 26.88 |
| 2020-12-31 | $125k | 4.4k | 28.24 |
More positions owned by Charter Oak Capital Management
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