Sage View Advisory Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 25,900 shares of SUSC stock, worth $593,110. This represents 0.03% of its overall portfolio holdings.

Number of Shares

25,900

Previous 50,559 48.77%

Holding current value

$593,110

Previous $1.15 Billion 48.01%

% of portfolio

0.03%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$22.42 - $23.22 $552,854 - $572,581	-24,659 Reduced 48.77%	25,900 $597 Million
Q4 2024 Feb 13, 2025	SELL	$22.65 - $23.8 $2,695 - $2,832	-119 Reduced 0.23%	50,559 $1.15 Billion
Q3 2024 Nov 14, 2024	SELL	$22.51 - $23.92 $99,966 - $106,228	-4,441 Reduced 8.06%	50,678 $1.21 Billion
Q2 2024 Aug 14, 2024	BUY	$22.25 - $22.94 $1.03 Million - $1.06 Million	46,401 Added 532.24%	55,119 $1.25 Billion
Q1 2024 May 08, 2024	SELL	$22.66 - $23.29 $1.49 Million - $1.54 Million	-65,925 Reduced 88.32%	8,718 $1 Billion
Q4 2023 Feb 09, 2024	BUY	$21.11 - $23.38 $359,165 - $397,787	17,014 Added 29.52%	74,643 $1.73 Billion
Q3 2023 Nov 02, 2023	BUY	$21.72 - $22.83 $49,956 - $52,508	2,300 Added 4.16%	57,629 $1.25 Billion
Q2 2023 Aug 11, 2023	SELL	$22.41 - $23.18 $47,240 - $48,863	-2,108 Reduced 3.67%	55,329 $1.26 Billion
Q1 2023 May 01, 2023	BUY	$22.22 - $23.44 $34,752 - $36,660	1,564 Added 2.8%	57,437 $1.32 Billion
Q4 2022 Feb 14, 2023	BUY	$21.15 - $23.06 $1.18 Million - $1.29 Million	55,873 New	55,873 $1.25 Billion

Others Institutions Holding SUSC

# of Institutions

285

Shares Held

40.5M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Sage View Advisory Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History