Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Tr Esg Aware Usd Corpo Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 39,833 shares of SUSC stock, worth $924,125. This represents 0.02% of its overall portfolio holdings.

Number of Shares
39,833
Previous 35,399 12.53%
Holding current value
$924,125
Previous $842,000 7.48%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$22.65 - $23.8 $100,430 - $105,529
4,434 Added 12.53%
39,833 $905,000
Q3 2024

Oct 31, 2024
SELL
$22.51 - $23.92 $24,603 - $26,144
-1,093 Reduced 3.0%
35,399 $842,000
Q2 2024

Aug 09, 2024
BUY
$22.25 - $22.94 $74,048 - $76,344
3,328 Added 10.03%
36,492 $829,000
Q1 2024

May 06, 2024
BUY
$22.66 - $23.29 $974 - $1,001
43 Added 0.13%
33,164 $762,000
Q4 2023

Feb 06, 2024
SELL
$21.11 - $23.38 $267,949 - $296,762
-12,693 Reduced 27.71%
33,121 $770,000
Q3 2023

Nov 02, 2023
BUY
$21.72 - $22.83 $221,326 - $232,637
10,190 Added 28.6%
45,814 $996,000
Q2 2023

Aug 11, 2023
BUY
$22.41 - $23.18 $5,199 - $5,377
232 Added 0.66%
35,624 $810,000
Q1 2023

May 09, 2023
BUY
$22.22 - $23.44 $69,593 - $73,414
3,132 Added 9.71%
35,392 $814,000
Q4 2022

Feb 07, 2023
BUY
$21.15 - $23.06 $25,570 - $27,879
1,209 Added 3.89%
32,260 $719,000
Q3 2022

Nov 02, 2022
SELL
$21.64 - $23.92 $26,249 - $29,014
-1,213 Reduced 3.76%
31,051 $676,000
Q2 2022

Aug 02, 2022
SELL
$22.68 - $25.19 $18,438 - $20,479
-813 Reduced 2.46%
32,264 $747,000
Q1 2022

May 13, 2022
BUY
$24.73 - $27.06 $410,443 - $449,114
16,597 Added 100.71%
33,077 $831,000
Q4 2021

Feb 14, 2022
BUY
$27.14 - $27.83 $118,764 - $121,784
4,376 Added 36.15%
16,480 $450,000
Q3 2021

Nov 02, 2021
BUY
$27.5 - $28.1 $19,250 - $19,670
700 Added 6.14%
12,104 $333,000
Q2 2021

Aug 12, 2021
BUY
$26.94 - $27.73 $307,223 - $316,232
11,404 New
11,404 $316,000

Others Institutions Holding SUSC

# of Institutions
284
Shares Held
38.4M
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
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