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Ishares Tr esg usd corpt shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services 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 Diversify Advisory Services 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 63k 23.23
2024-06-30 $1.6M 70k 22.85
2024-03-31 $1.4M 61k 22.73

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Costco Wholesale Corporation (COST)

View all positions for Diversify Advisory Services

Top funds holding Ishares Tr esg usd corpt

Envestnet Asset Management
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
Wealthfront Advisers
Babson Capital Management
LPL Financial
Creative Planning
Morgan Stanley
Acorns Advisers
Fisher Investments
CWM
Cetera Investment Advisers
Park Avenue Securities
Mml Investors Services
Wells Fargo & Company

View all funds holding Ishares Tr esg usd corpt