A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 16,828 shares of SUSC stock, worth $390,577. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,828
Previous 17,368 3.11%
Holding current value
$390,577
Previous $394,000 1.52%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 07, 2024

SELL
$22.51 - $23.92 $12,155 - $12,916
-540 Reduced 3.11%
16,828 $400,000
Q2 2024

Jul 15, 2024

BUY
$22.25 - $22.94 $12,415 - $12,800
558 Added 3.32%
17,368 $394,000
Q1 2024

Apr 12, 2024

BUY
$22.66 - $23.29 $7,477 - $7,685
330 Added 2.0%
16,810 $386,000
Q4 2023

Jan 10, 2024

BUY
$21.11 - $23.38 $22,228 - $24,619
1,053 Added 6.83%
16,480 $383,000
Q3 2023

Oct 10, 2023

BUY
$21.72 - $22.83 $335,074 - $352,198
15,427 New
15,427 $335,000
Q4 2021

Jan 26, 2022

SELL
$27.14 - $27.83 $235,222 - $241,202
-8,667 Closed
0 $0
Q3 2021

Oct 28, 2021

SELL
$27.5 - $28.1 $35,750 - $36,530
-1,300 Reduced 13.04%
8,667 $238,000
Q2 2021

Aug 10, 2021

SELL
$26.94 - $27.73 $92,404 - $95,113
-3,430 Reduced 25.6%
9,967 $276,000
Q1 2021

Apr 27, 2021

SELL
$26.68 - $28.24 $319,386 - $338,061
-11,971 Reduced 47.19%
13,397 $361,000
Q4 2020

Feb 03, 2021

BUY
$27.6 - $28.38 $293,250 - $301,537
10,625 Added 72.07%
25,368 $719,000
Q3 2020

Oct 27, 2020

BUY
$27.66 - $28.46 $407,791 - $419,585
14,743 New
14,743 $409,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


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

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions 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 Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.