Acorn Financial Advisory Services Inc Ishares Tr Esg Aware Usd Corpo Transaction History

Acorn Financial Advisory Services Inc

$481 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 12, 2021	SELL	N/A	-12,613 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	N/A	12,613 New	12,613 $357,000

Others Institutions Holding SUSC

# of Institutions

242

Shares Held

37.5M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.87M
Shares

$181 Million
0.07% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.66M
Shares

$60.9 Million
0.23% of portfolio
Jpmorgan Chase & CO New York, NY

2.31M
Shares

$53.1 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.12M
Shares

$48.7 Million
0.01% of portfolio
Wealthfront Advisers LLC

2.06M
Shares

$47.1 Million
0.17% of portfolio

About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
Sector ETFs
Industry ETFs

More about SUSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.