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 13,035 shares of SUSC stock, worth $299,544. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,035
Previous 13,194 1.21%
Holding current value
$299,544
Previous $299,000 3.68%
% of portfolio
0.13%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR ESG AWARE USD CORPO


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