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

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$22.41 - $23.18 $5,042 - $5,215	225 New	225 $5,000
Q4 2022 Feb 14, 2023	BUY	$21.15 - $23.06 $4,758 - $5,188	225 New	225 $5,000

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.98M
Shares

$183 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$72.5 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$61.5 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.9 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$40.3 Million
0.01% of portfolio

About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
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