Ishares Tr esg usd corpt shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Ishares Tr esg usd corpt
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Quarterly reported holdings in Ishares Tr esg usd corpt by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $312k | 13k | 23.27 |
| 2023-09-30 | $360k | 17k | 21.76 |
| 2023-06-30 | $466k | 21k | 22.74 |
| 2023-03-31 | $592k | 26k | 23.02 |
| 2022-12-31 | $699k | 31k | 22.29 |
| 2022-09-30 | $659k | 30k | 21.77 |
| 2022-06-30 | $685k | 30k | 23.15 |
| 2022-03-31 | $1.0M | 41k | 25.12 |
| 2021-12-31 | $741k | 27k | 27.31 |