One Wealth Management Investment & Advisory Services, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$22.25 - $22.94 $33,174 - $34,203	-1,491 Reduced 4.71%	30,164 $685 Million
Q1 2024 May 14, 2024	BUY	$22.66 - $23.29 $96,033 - $98,703	4,238 Added 15.46%	31,655 $728 Million
Q4 2023 Jan 25, 2024	BUY	$21.11 - $23.38 $578,772 - $641,009	27,417 New	27,417 $638 Million

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

7.98M
Shares

$181 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$71.7 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$60.8 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.3 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$39.9 Million
0.01% of portfolio

View Full List

About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
Sector ETFs
Industry ETFs

More about SUSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Management Investment & Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Management Investment & Advisory Services, LLC with notifications on news.

Account