Long Run Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Long Run Wealth Advisors, LLC

$437 Million
Q1 2025

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 143,051 shares of SUSC stock, worth $3.23 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

143,051

Previous 159,877 10.52%

Holding current value

$3.23 Million

Previous $3.63 Million 9.33%

% of portfolio

0.75%

Previous 0.88%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$22.42 - $23.22 $377,238 - $390,699	-16,826 Reduced 10.52%	143,051 $3.29 Million
Q4 2024 Jan 27, 2025	BUY	$22.65 - $23.8 $347,360 - $364,996	15,336 Added 10.61%	159,877 $3.63 Million
Q3 2024 Oct 30, 2024	BUY	$22.51 - $23.92 $1.43 Million - $1.52 Million	63,446 Added 78.24%	144,541 $3.44 Million
Q2 2024 Jul 19, 2024	BUY	$22.25 - $22.94 $14,418 - $14,865	648 Added 0.81%	81,095 $1.84 Million
Q1 2024 Apr 24, 2024	SELL	$22.66 - $23.29 $96,191 - $98,866	-4,245 Reduced 5.01%	80,447 $1.85 Million
Q4 2023 Jan 10, 2024	SELL	$21.11 - $23.38 $5,340 - $5,915	-253 Reduced 0.3%	84,692 $1.97 Million
Q3 2023 Oct 10, 2023	SELL	$21.72 - $22.83 $62,857 - $66,070	-2,894 Reduced 3.29%	84,945 $1.85 Million
Q2 2023 Jul 17, 2023	SELL	$22.41 - $23.18 $53,178 - $55,006	-2,373 Reduced 2.63%	87,839 $2 Million
Q1 2023 Apr 21, 2023	SELL	$22.22 - $23.44 $1.23 Million - $1.29 Million	-55,169 Reduced 37.95%	90,212 $2.08 Million
Q4 2022 Jan 26, 2023	BUY	$21.15 - $23.06 $534,608 - $582,887	25,277 Added 21.05%	145,381 $0
Q3 2022 Nov 09, 2022	BUY	$21.64 - $23.92 $154,249 - $170,501	7,128 Added 6.31%	120,104 $2.62 Million
Q2 2022 Jul 19, 2022	BUY	$22.68 - $25.19 $82,804 - $91,968	3,651 Added 3.34%	112,976 $2.62 Million
Q1 2022 Apr 27, 2022	BUY	$24.73 - $27.06 $310,559 - $339,819	12,558 Added 12.98%	109,325 $2.74 Million
Q4 2021 Jan 21, 2022	BUY	$27.14 - $27.83 $2.63 Million - $2.69 Million	96,767 New	96,767 $2.64 Million

Others Institutions Holding SUSC

# of Institutions

280

Shares Held

40.3M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Long Run Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History