Aprio Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Aprio Wealth Management, LLC

$577 Million
Q3 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 34,291 shares of SUSC stock, worth $786,978. This represents 0.14% of its overall portfolio holdings.

Number of Shares

34,291

Previous 34,225 0.19%

Holding current value

$786,978

Previous $777,000 4.89%

% of portfolio

0.14%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$22.51 - $23.92 $1,485 - $1,578	66 Added 0.19%	34,291 $815,000
Q2 2024 Jul 10, 2024	BUY	$22.25 - $22.94 $225,103 - $232,083	10,117 Added 41.97%	34,225 $777,000
Q1 2024 Apr 10, 2024	BUY	$22.66 - $23.29 $546,287 - $561,475	24,108 New	24,108 $554,000
Q3 2023 Oct 10, 2023	BUY	$21.72 - $22.83 $303,276 - $318,775	13,963 Added 42.04%	47,177 $1.03 Million
Q2 2023 Jul 13, 2023	BUY	$22.41 - $23.18 $26,914 - $27,839	1,201 Added 3.75%	33,214 $755,000
Q1 2023 Apr 14, 2023	SELL	$22.22 - $23.44 $198,113 - $208,991	-8,916 Reduced 21.78%	32,013 $736,000
Q4 2022 Jan 11, 2023	BUY	$21.15 - $23.06 $656,897 - $716,220	31,059 Added 314.68%	40,929 $0
Q3 2022 Oct 13, 2022	BUY	$21.64 - $23.92 $213,586 - $236,090	9,870 New	9,870 $215,000

Others Institutions Holding SUSC

# of Institutions

252

Shares Held

39.8M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
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Aprio Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History