Ifp Advisors, Inc Ishares Tr Esg Aware Usd Corpo Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Ifp Advisors, Inc holds 245 shares of SUSC stock, worth $5,630. This represents 0.0% of its overall portfolio holdings.

Number of Shares

245

Holding current value

$5,630

% of portfolio

0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$22.25 - $22.94 $5,451 - $5,620	245 New	245 $5,000
Q2 2023 Aug 04, 2023	SELL	$22.41 - $23.18 $171,369 - $177,257	-7,647 Reduced 45.97%	8,986 $204,000
Q1 2023 Apr 18, 2023	SELL	$22.22 - $23.44 $373,451 - $393,956	-16,807 Reduced 50.26%	16,633 $382,000
Q4 2022 Feb 07, 2023	BUY	$21.15 - $23.06 $81,512 - $88,873	3,854 Added 13.03%	33,440 $810,000
Q3 2022 Nov 08, 2022	BUY	$21.64 - $23.92 $39,666 - $43,845	1,833 Added 6.6%	29,586 $715,000
Q2 2022 Sep 06, 2022	BUY	$22.68 - $25.19 $629,438 - $699,098	27,753 New	27,753 $671,000
Q2 2022 Aug 12, 2022	SELL	$22.68 - $25.19 $629,438 - $699,098	-27,753 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$24.73 - $27.06 $675,104 - $738,710	27,299 Added 6013.0%	27,753 $0
Q4 2021 Jan 12, 2022	BUY	$27.14 - $27.83 $108 - $111	4 Added 0.89%	454 $13,000
Q3 2021 Oct 06, 2021	BUY	$27.5 - $28.1 $10,917 - $11,155	397 Added 749.06%	450 $13,000
Q2 2021 Jul 13, 2021	SELL	$26.94 - $27.73 $6,950 - $7,154	-258 Reduced 82.96%	53 $2,000
Q1 2021 Apr 30, 2021	BUY	$26.68 - $28.24 $320 - $338	12 Added 4.01%	311 $9,000
Q4 2020 Jan 25, 2021	BUY	$27.6 - $28.38 $55 - $56	2 Added 0.67%	299 $9,000
Q3 2020 Oct 29, 2020	BUY	$27.66 - $28.46 $2,710 - $2,789	98 Added 49.25%	297 $9,000
Q2 2020 Aug 05, 2020	BUY	$25.16 - $27.62 $5,006 - $5,496	199 New	199 $5,000

Others Institutions Holding SUSC

# of Institutions

256

Shares Held

39.9M

Call Options Held

Put Options Held

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

View Full List

About ISHARES TR ESG AWARE USD CORPO

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