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Ishares Tr esg usd corpt shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-03-31 $301k 13k 22.99
2023-12-31 $225k 9.7k 23.27

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Johnson & Johnson Stock (JNJ)
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View all positions for Transcend Wealth Collective

Top funds holding Ishares Tr esg usd corpt

Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Wealthfront Advisers
CWM
Fisher Investments
Creative Planning
Betterment
Advisor Group Holdings
Babson Capital Management
Park Avenue Securities
Royal Bank of Canada
UBS Group
Bank of New York Mellon
One Wealth Advisors
IMPACTfolio

View all funds holding Ishares Tr esg usd corpt