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Ishares Tr esg usd corpt shares owned by Spectrum Planning & Advisory Services

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

Historical chart of Spectrum Planning & 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 Spectrum Planning & 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 Spectrum Planning & Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $408k 17k 23.79
2021-03-31 $209k 7.8k 26.95
2020-12-31 $223k 7.9k 28.37

More positions owned by Spectrum Planning & Advisory Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Spectrum Planning & 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