Level Financial Advisors, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History

Level Financial Advisors, Inc.

$252 Million
Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 12,982 shares of SUSC stock, worth $297,417. This represents 0.12% of its overall portfolio holdings.

Number of Shares

12,982

Previous 13,035 0.41%

Holding current value

$297,417

Previous $310,000 5.16%

% of portfolio

0.12%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$22.65 - $23.8 $1,200 - $1,261	-53 Reduced 0.41%	12,982 $294,000
Q3 2024 Oct 10, 2024	SELL	$22.51 - $23.92 $3,579 - $3,803	-159 Reduced 1.21%	13,035 $310,000
Q1 2024 Apr 19, 2024	SELL	$22.66 - $23.29 $4,441 - $4,564	-196 Reduced 1.46%	13,194 $303,000
Q4 2023 Jan 22, 2024	SELL	$21.11 - $23.38 $66,749 - $73,927	-3,162 Reduced 19.1%	13,390 $311,000
Q3 2023 Oct 18, 2023	SELL	$21.72 - $22.83 $85,337 - $89,699	-3,929 Reduced 19.18%	16,552 $360,000
Q2 2023 Jul 14, 2023	SELL	$22.41 - $23.18 $117,674 - $121,718	-5,251 Reduced 20.41%	20,481 $465,000
Q1 2023 Apr 10, 2023	SELL	$22.22 - $23.44 $125,031 - $131,896	-5,627 Reduced 17.94%	25,732 $592,000
Q4 2022 Jan 23, 2023	BUY	$21.15 - $23.06 $22,863 - $24,927	1,081 Added 3.57%	31,359 $0
Q3 2022 Oct 18, 2022	BUY	$21.64 - $23.92 $14,780 - $16,337	683 Added 2.31%	30,278 $659,000
Q2 2022 Aug 10, 2022	SELL	$22.68 - $25.19 $255,921 - $284,243	-11,284 Reduced 27.6%	29,595 $685,000
Q1 2022 Apr 08, 2022	BUY	$24.73 - $27.06 $339,864 - $371,885	13,743 Added 50.64%	40,879 $1.03 Million
Q4 2021 Jan 20, 2022	BUY	$27.14 - $27.83 $736,471 - $755,194	27,136 New	27,136 $741,000

Others Institutions Holding SUSC

# of Institutions

269

Shares Held

40.4M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Level Financial Advisors, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History