Marshall Financial Group LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Marshall Financial Group LLC
- $458 Million
- Q3 2025
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 10,385 shares of SUSC stock, worth $246,020. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,385
Previous 10,969
5.32%
Holding current value
$246,020
Previous $254,000
3.94%
% of portfolio
0.05%
Previous 0.05%
Shares
20 transactions
Others Institutions Holding SUSC
# of Institutions
286Shares Held
42.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$199 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$86.9 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.04MShares$72 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.4MShares$56.8 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$49.5 Million0.21% of portfolio