Evergreen Private Wealth LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Evergreen Private Wealth LLC

$239 Billion
Q2 2025

A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 20,460 shares of SUSC stock, worth $482,037. This represents 0.2% of its overall portfolio holdings.

Number of Shares

20,460

Previous 18,161 12.66%

Holding current value

$482,037

Previous $419 Million 13.49%

% of portfolio

0.2%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$22.43 - $23.23 $51,566 - $53,405	2,299 Added 12.66%	20,460 $475 Million
Q1 2025 May 01, 2025	SELL	$22.42 - $23.22 $134 - $139	-6 Reduced 0.03%	18,161 $419 Million
Q4 2024 Feb 06, 2025	SELL	$22.65 - $23.8 $70,396 - $73,970	-3,108 Reduced 14.61%	18,167 $413 Million
Q3 2024 Oct 31, 2024	SELL	$22.51 - $23.92 $742 - $789	-33 Reduced 0.15%	21,275 $506 Million
Q2 2024 Aug 12, 2024	SELL	$22.25 - $22.94 $9,723 - $10,024	-437 Reduced 2.01%	21,308 $484 Million
Q1 2024 Apr 16, 2024	BUY	$22.66 - $23.29 $44,481 - $45,718	1,963 Added 9.92%	21,745 $500 Million
Q4 2023 Feb 08, 2024	BUY	$21.11 - $23.38 $417,598 - $462,503	19,782 New	19,782 $460 Million

Others Institutions Holding SUSC

# of Institutions

281

Shares Held

41.5M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Evergreen Private Wealth LLC Ishares Tr Esg Aware Usd Corpo Transaction History