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Ishares Tr esg usd corpt shares owned by Dfpg Investments

Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Dfpg Investments from 13F filings

Historical chart of Dfpg Investments investment in Ishares Tr esg usd corpt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg usd corpt held by Dfpg Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg usd corpt by Dfpg Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 56k 23.09
2023-09-30 $1.4M 63k 21.65
2023-06-30 $1.4M 63k 22.83
2023-03-31 $1.9M 81k 23.02

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Energy (XLE)

View all positions for Dfpg Investments

Top funds holding Ishares Tr esg usd corpt

Envestnet Asset Management
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
Wealthfront Advisers
Ameriprise Financial
Babson Capital Management
LPL Financial
Betterment
Creative Planning
Acorns Advisers
Fisher Investments
CWM
Cetera Investment Advisers
Park Avenue Securities
UBS Group

View all funds holding Ishares Tr esg usd corpt