Ishares Tr esg usd corpt shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management 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 Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr esg usd corpt by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $554k | 23k | 23.79 |
| 2024-06-30 | $525k | 23k | 22.72 |
| 2024-03-31 | $522k | 23k | 22.99 |
| 2023-12-31 | $463k | 20k | 23.27 |
| 2023-09-30 | $357k | 16k | 21.76 |
| 2023-06-30 | $594k | 26k | 22.74 |
| 2023-03-31 | $746k | 32k | 23.02 |
| 2022-12-31 | $262k | 12k | 22.30 |
| 2022-09-30 | $245k | 11k | 21.78 |