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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

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Quarterly reported holdings in Ishares Tr esg usd corpt by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Venturi Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Apple (AAPL)
Ishares Tr Broad Usd High (USHY)
Atlas Energy Solutions Com New (AESI)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Venturi Wealth Management

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