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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 37,882 shares of SUSC stock, worth $897,424. This represents 0.05% of its overall portfolio holdings.

Number of Shares
37,882
Previous 33,851 11.91%
Holding current value
$897,424
Previous $780,000 12.69%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$22.43 - $23.23 $90,415 - $93,640
4,031 Added 11.91%
37,882 $879,000
Q1 2025

May 13, 2025
SELL
$22.42 - $23.22 $9,663 - $10,007
-431 Reduced 1.26%
33,851 $780,000
Q4 2024

Feb 07, 2025
BUY
$22.65 - $23.8 $35,401 - $37,199
1,563 Added 4.78%
34,282 $778,000
Q3 2024

Nov 08, 2024
BUY
$22.51 - $23.92 $4,299 - $4,568
191 Added 0.59%
32,719 $778,000
Q2 2024

Aug 13, 2024
BUY
$22.25 - $22.94 $723,748 - $746,192
32,528 New
32,528 $739,000

Others Institutions Holding SUSC

# of Institutions
281
Shares Held
41.8M
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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