Advisor Net Financial, Inc Ishares Tr Esg Aware Usd Corpo Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q1 2025

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$22.51 - $23.92 $2,025 - $2,152	90 Added 12.55%	807 $19,000
Q2 2024 Jul 16, 2024	BUY	$22.25 - $22.94 $1,312 - $1,353	59 Added 8.97%	717 $16,000
Q1 2024 Apr 12, 2024	BUY	$22.66 - $23.29 $974 - $1,001	43 Added 6.99%	658 $15,000
Q4 2023 Jan 19, 2024	BUY	$21.11 - $23.38 $84 - $93	4 Added 0.65%	615 $14,000
Q3 2023 Oct 12, 2023	BUY	$21.72 - $22.83 $890 - $936	41 Added 7.19%	611 $13,000
Q2 2023 Jul 14, 2023	BUY	$22.41 - $23.18 $67 - $69	3 Added 0.53%	570 $12,000
Q1 2023 Apr 28, 2023	SELL	$22.22 - $23.44 $156,339 - $164,923	-7,036 Reduced 92.54%	567 $13,000
Q4 2022 Jan 13, 2023	BUY	$21.15 - $23.06 $824 - $899	39 Added 0.52%	7,603 $0
Q3 2022 Oct 04, 2022	BUY	$21.64 - $23.92 $161,845 - $178,897	7,479 Added 8798.82%	7,564 $165,000
Q2 2022 Jul 07, 2022	SELL	$22.68 - $25.19 $17,350 - $19,270	-765 Reduced 90.0%	85 $2,000
Q1 2022 Apr 14, 2022	BUY	$24.73 - $27.06 $20,872 - $22,838	844 Added 14066.67%	850 $21,000
Q3 2021 Oct 15, 2021	SELL	$27.5 - $28.1 $27 - $28	-1 Reduced 14.29%	6 $0
Q2 2021 Jul 06, 2021	SELL	$26.94 - $27.73 $1,239 - $1,275	-46 Reduced 86.79%	7 $0
Q1 2021 Apr 14, 2021	BUY	$26.68 - $28.24 $1,414 - $1,496	53 New	53 $1,000
Q4 2020 Feb 04, 2021	SELL	$27.6 - $28.38 $123,289 - $126,773	-4,467 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$27.66 - $28.46 $98,027 - $100,862	3,544 Added 383.97%	4,467 $124,000
Q1 2020 May 14, 2020	SELL	$22.42 - $27.65 $33,921 - $41,834	-1,513 Reduced 62.11%	923 $24,000
Q1 2019 May 14, 2019	BUY	N/A	79 Added 3.35%	2,436 $61,000
Q4 2018 Feb 08, 2019	BUY	N/A	2,357 New	2,357 $56,000

Others Institutions Holding SUSC

# of Institutions

281

Shares Held

40.3M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.48M
Shares

$170 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.42M
Shares

$77.7 Million
0.01% of portfolio
Wealthfront Advisers LLC

2.38M
Shares

$54.1 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.9M
Shares

$43.1 Million
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

1.74M
Shares

$39.5 Million
0.02% of portfolio

About ISHARES TR ESG AWARE USD CORPO

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