Erts Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Erts Wealth Advisors, LLC

$514 Million
Q1 2025

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 13,970 shares of SUSC stock, worth $319,913. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,970

Previous 13,853 0.84%

Holding current value

$319,913

Previous $314,000 2.55%

% of portfolio

0.06%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$22.42 - $23.22 $2,623 - $2,716	117 Added 0.84%	13,970 $322,000
Q4 2024 Jan 17, 2025	BUY	$22.65 - $23.8 $6,342 - $6,664	280 Added 2.06%	13,853 $314,000
Q3 2024 Oct 17, 2024	BUY	$22.51 - $23.92 $27,529 - $29,254	1,223 Added 9.9%	13,573 $322,000
Q2 2024 Jul 18, 2024	BUY	$22.25 - $22.94 $1,757 - $1,812	79 Added 0.64%	12,350 $280,000
Q1 2024 Apr 23, 2024	BUY	$22.66 - $23.29 $45,070 - $46,323	1,989 Added 19.34%	12,271 $282,000
Q4 2023 Jan 23, 2024	BUY	$21.11 - $23.38 $217,053 - $240,393	10,282 New	10,282 $239,000
Q3 2021 Oct 13, 2021	SELL	$27.5 - $28.1 $243,595 - $248,909	-8,858 Closed	0 $0
Q2 2021 Aug 11, 2021	SELL	$26.94 - $27.73 $3,448 - $3,549	-128 Reduced 1.42%	8,858 $246,000
Q1 2021 May 07, 2021	SELL	$26.68 - $28.24 $3,228 - $3,417	-121 Reduced 1.33%	8,986 $242,000
Q4 2020 Feb 12, 2021	BUY	$27.6 - $28.38 $247,792 - $254,795	8,978 Added 6959.69%	9,107 $258,000
Q4 2018 Feb 14, 2019	BUY	N/A	129 New	129 $3,000

Others Institutions Holding SUSC

# of Institutions

285

Shares Held

40.5M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Erts Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History