A detailed history of Marshall Financial Group LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Marshall Financial Group LLC holds 15,286 shares of SUSC stock, worth $355,552. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,286
Previous 15,065 1.47%
Holding current value
$355,552
Previous $342,000 6.14%
% of portfolio
0.09%
Previous 0.1%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$22.51 - $23.92 $4,974 - $5,286
221 Added 1.47%
15,286 $363,000
Q2 2024

Jul 19, 2024

SELL
$22.25 - $22.94 $2,736 - $2,821
-123 Reduced 0.81%
15,065 $342,000
Q1 2024

Apr 19, 2024

BUY
$22.66 - $23.29 $33,695 - $34,632
1,487 Added 10.85%
15,188 $349,000
Q4 2023

Jan 10, 2024

SELL
$21.11 - $23.38 $77,473 - $85,804
-3,670 Reduced 21.13%
13,701 $318,000
Q3 2023

Oct 19, 2023

SELL
$21.72 - $22.83 $1,455 - $1,529
-67 Reduced 0.38%
17,371 $377,000
Q2 2023

Jul 17, 2023

BUY
$22.41 - $23.18 $17,928 - $18,544
800 Added 4.81%
17,438 $396,000
Q1 2023

Apr 18, 2023

BUY
$22.22 - $23.44 $19,664 - $20,744
885 Added 5.62%
16,638 $382,000
Q4 2022

Feb 01, 2023

SELL
$21.15 - $23.06 $105,030 - $114,515
-4,966 Reduced 23.97%
15,753 $351,000
Q3 2022

Oct 12, 2022

SELL
$21.64 - $23.92 $151 - $167
-7 Reduced 0.03%
20,719 $451,000
Q2 2022

Jul 25, 2022

BUY
$22.68 - $25.19 $179,716 - $199,605
7,924 Added 61.9%
20,726 $480,000
Q1 2022

May 10, 2022

BUY
$24.73 - $27.06 $123 - $135
5 Added 0.04%
12,802 $322,000
Q4 2021

Jan 27, 2022

BUY
$27.14 - $27.83 $24,805 - $25,436
914 Added 7.69%
12,797 $349,000
Q3 2021

Oct 28, 2021

BUY
$27.5 - $28.1 $25,850 - $26,414
940 Added 8.59%
11,883 $327,000
Q2 2021

Jul 14, 2021

BUY
$26.94 - $27.73 $35,884 - $36,936
1,332 Added 13.86%
10,943 $303,000
Q1 2021

Apr 20, 2021

BUY
$26.68 - $28.24 $22,811 - $24,145
855 Added 9.76%
9,611 $259,000
Q4 2020

Jan 29, 2021

BUY
$27.6 - $28.38 $241,665 - $248,495
8,756 New
8,756 $248,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


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