Heritage Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$21.15 - $23.06 $75,632 - $82,462
3,576 Added 100.0%
7,152 $159,000
Q1 2022

Aug 15, 2022
SELL
$24.73 - $27.06 $10,930 - $11,960
-442 Reduced 11.0%
3,576 $90,000
Q1 2021

Jul 16, 2021
BUY
$26.68 - $28.24 $107,200 - $113,468
4,018 New
4,018 $108,000

Others Institutions Holding SUSC

# of Institutions
257
Shares Held
39.9M
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 Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, 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 Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email