Sound View Wealth Advisors Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Sound View Wealth Advisors Group, LLC

  • $933 Million
  • Q1 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 9,811 shares of SUSC stock, worth $223,494. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,811
Previous 17,995 45.48%
Holding current value
$223,494
Previous $418,000 46.17%
% of portfolio
0.02%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$22.66 - $23.29 $185,449 - $190,605
-8,184 Reduced 45.48%
9,811 $225,000
Q4 2023

Feb 08, 2024
BUY
$21.11 - $23.38 $8,887 - $9,842
421 Added 2.4%
17,995 $418,000
Q3 2023

Nov 07, 2023
BUY
$21.72 - $22.83 $86 - $91
4 Added 0.02%
17,574 $382,000
Q2 2023

Aug 08, 2023
BUY
$22.41 - $23.18 $89 - $92
4 Added 0.02%
17,570 $399,000
Q1 2023

May 12, 2023
BUY
$22.22 - $23.44 $390,316 - $411,747
17,566 New
17,566 $404,000
Q4 2021

Jan 20, 2022
BUY
N/A
11,935 New
11,935 $326,000

Others Institutions Holding SUSC

# of Institutions
241
Shares Held
36.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

SUSC Quotes by TradingView
  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
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