Ishares Tr esg usd corpt shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Ishares Tr esg usd corpt
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All positions including Ishares Tr esg usd corpt held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $771k | 33k | 23.27 |
| 2023-09-30 | $997k | 46k | 21.76 |
| 2023-06-30 | $810k | 36k | 22.74 |
| 2023-03-31 | $815k | 35k | 23.02 |
| 2022-12-31 | $719k | 32k | 22.30 |
| 2022-09-30 | $676k | 31k | 21.77 |
| 2022-06-30 | $747k | 32k | 23.15 |
| 2022-03-31 | $831k | 33k | 25.12 |
| 2021-12-31 | $450k | 17k | 27.31 |
| 2021-09-30 | $333k | 12k | 27.51 |
| 2021-06-30 | $316k | 11k | 27.71 |
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