Klaas Financial Asset Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Klaas Financial Asset Advisors, LLC
- $626 Million
- Q2 2025
A detailed history of Klaas Financial Asset Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Klaas Financial Asset Advisors, LLC holds 156,401 shares of SUSC stock, worth $3.64 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
156,401
Previous 154,604
1.16%
Holding current value
$3.64 Million
Previous $3.57 Million
1.91%
% of portfolio
0.58%
Previous 0.62%
Shares
18 transactions
Others Institutions Holding SUSC
# of Institutions
284Shares Held
41.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$195 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$85.3 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.04MShares$70.7 Million0.19% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$44.4 Million0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$44.3 Million0.02% of portfolio