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 24,108 shares of SUSC stock, worth $551,591. This represents 0.11% of its overall portfolio holdings.

Number of Shares
24,108
Holding current value
$551,591
% of portfolio
0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$21.4 - $23.06 $664,662 - $716,220
31,059 Added 314.68%
40,929 $0
Q3 2022

Oct 13, 2022

BUY
N/A
9,870 New
9,870 $215,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.