A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 29,372 shares of SUSC stock, worth $668,800. This represents 0.01% of its overall portfolio holdings.

Number of Shares
29,372
Previous 28,917 1.57%
Holding current value
$668,800
Previous $656,000 3.2%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$22.42 - $23.22 $10,201 - $10,565
455 Added 1.57%
29,372 $677,000
Q4 2024

Feb 14, 2025

SELL
$22.65 - $23.8 $743,078 - $780,806
-32,807 Reduced 53.15%
28,917 $656,000
Q3 2024

Nov 14, 2024

BUY
$22.51 - $23.92 $166,844 - $177,295
7,412 Added 13.65%
61,724 $1.47 Million
Q2 2024

Aug 14, 2024

BUY
$22.25 - $22.94 $378 - $389
17 Added 0.03%
54,312 $1.23 Million
Q1 2024

May 15, 2024

BUY
$22.66 - $23.29 $162,721 - $167,245
7,181 Added 15.24%
54,295 $1.25 Million
Q4 2023

Feb 13, 2024

BUY
$21.11 - $23.38 $279,686 - $309,761
13,249 Added 39.12%
47,114 $1.1 Million
Q3 2023

Nov 15, 2023

BUY
$21.72 - $22.83 $413,049 - $434,158
19,017 Added 128.08%
33,865 $736,000
Q2 2023

Aug 15, 2023

BUY
$22.41 - $23.18 $332,743 - $344,176
14,848 New
14,848 $337,000
Q2 2022

Aug 08, 2022

BUY
$22.68 - $25.19 $347,525 - $385,986
15,323 New
15,323 $355,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
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