Ishares Tr esg usd corpt shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Ishares Tr esg usd corpt
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Quarterly reported holdings in Ishares Tr esg usd corpt by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $489k | 21k | 23.79 |
| 2024-06-30 | $467k | 21k | 22.72 |
| 2024-03-31 | $472k | 21k | 22.99 |
| 2023-09-30 | $194k | 8.9k | 21.76 |
| 2023-06-30 | $178k | 7.8k | 22.74 |
| 2023-03-31 | $180k | 7.8k | 23.02 |
| 2022-12-31 | $175k | 7.8k | 22.30 |
| 2022-09-30 | $134k | 6.2k | 21.77 |