Bogart Wealth, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	SELL	$21.11 - $23.38 $1,351 - $1,496	-64 Reduced 65.98%	33 $0
Q3 2023 Oct 30, 2023	BUY	$21.72 - $22.83 $21 - $22	1 Added 1.04%	97 $2,000
Q1 2023 Apr 21, 2023	BUY	$22.22 - $23.44 $22 - $23	1 Added 1.05%	96 $2,000
Q3 2022 Nov 03, 2022	BUY	$21.64 - $23.92 $21 - $23	1 Added 1.06%	95 $2,000
Q2 2022 Jul 22, 2022	BUY	$22.68 - $25.19 $22 - $25	1 Added 1.08%	94 $2,000
Q1 2022 Apr 22, 2022	BUY	$24.73 - $27.06 $717 - $784	29 Added 45.31%	93 $2,000
Q4 2021 Jan 19, 2022	BUY	$27.14 - $27.83 $27 - $27	1 Added 1.59%	64 $2,000
Q1 2021 Apr 16, 2021	BUY	$26.68 - $28.24 $1,680 - $1,779	63 New	63 $2,000

Others Institutions Holding SUSC

# of Institutions

265

Shares Held

40.3M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.98M
Shares

$182 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$72.1 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$61.1 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.6 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$40.1 Million
0.01% 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 Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.