A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Ae Wealth Management LLC holds 14,076 shares of SUSC stock, worth $327,407. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,076
Previous 15,709 10.4%
Holding current value
$327,407
Previous $356,000 6.18%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$22.51 - $23.92 $36,758 - $39,061
-1,633 Reduced 10.4%
14,076 $334,000
Q2 2024

Aug 12, 2024

SELL
$22.25 - $22.94 $44 - $45
-2 Reduced 0.01%
15,709 $356,000
Q1 2024

May 15, 2024

SELL
$22.66 - $23.29 $646,671 - $664,650
-28,538 Reduced 64.49%
15,711 $361,000
Q4 2023

Feb 14, 2024

BUY
$21.11 - $23.38 $83,405 - $92,374
3,951 Added 9.8%
44,249 $1.03 Million
Q3 2023

Oct 11, 2023

SELL
$21.72 - $22.83 $131,015 - $137,710
-6,032 Reduced 13.02%
40,298 $876,000
Q2 2023

Jul 10, 2023

BUY
$22.41 - $23.18 $93,875 - $97,101
4,189 Added 9.94%
46,330 $1.05 Million
Q1 2023

Apr 14, 2023

BUY
$22.22 - $23.44 $210,334 - $221,883
9,466 Added 28.97%
42,141 $969,000
Q4 2022

Jan 31, 2023

BUY
$21.15 - $23.06 $21,382 - $23,313
1,011 Added 3.19%
32,675 $728,000
Q3 2022

Oct 25, 2022

BUY
$21.64 - $23.92 $130,078 - $143,783
6,011 Added 23.43%
31,664 $690,000
Q2 2022

Aug 03, 2022

BUY
$22.68 - $25.19 $131,566 - $146,127
5,801 Added 29.22%
25,653 $594,000
Q1 2022

Apr 18, 2022

BUY
$24.73 - $27.06 $490,939 - $537,195
19,852 New
19,852 $499,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
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