Marshall Financial Group LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Marshall Financial Group LLC
- $478 Million
- Q2 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 10,969 shares of SUSC stock, worth $253,712. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,969
Previous 10,364
5.84%
Holding current value
$253,712
Previous $238,000
6.72%
% of portfolio
0.05%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding SUSC
# of Institutions
284Shares Held
40.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.47MShares$173 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$84.9 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.61MShares$60.5 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$44.1 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.9 Million0.18% of portfolio