Copperleaf Capital, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Copperleaf Capital, LLC

  • $123 Million
  • Q1 2025

A detailed history of Copperleaf Capital, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Copperleaf Capital, LLC holds 8,743 shares of SUSC stock, worth $199,078. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,743
Previous 9,288 5.87%
Holding current value
$199,078
Previous $211,000 4.74%
% of portfolio
0.16%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$22.42 - $23.22 $12,218 - $12,654
-545 Reduced 5.87%
8,743 $201,000
Q4 2024

Jan 30, 2025
BUY
$22.65 - $23.8 $8,584 - $9,020
379 Added 4.25%
9,288 $211,000
Q2 2024

Aug 13, 2024
BUY
$22.25 - $22.94 $198,225 - $204,372
8,909 New
8,909 $202,000

Others Institutions Holding SUSC

# of Institutions
284
Shares Held
40.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

SUSC Quotes by TradingView
  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
Track This Portfolio

Track Copperleaf Capital, LLC Portfolio

Follow Copperleaf Capital, 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 Copperleaf Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copperleaf Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email