Mbe Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Mbe Wealth Management, LLC

$170 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$25.16 - $27.62 $35,349 - $38,806	-1,405 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$22.42 - $27.65 $31,500 - $38,848	1,405 New	1,405 $36,000

Others Institutions Holding SUSC

# of Institutions

283

Shares Held

38.5M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.48M
Shares

$172 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.42M
Shares

$78.5 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.53M
Shares

$58 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

1.74M
Shares

$39.9 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.69M
Shares

$38.8 Million
0.01% of portfolio

About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
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