Summit Wealth Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Summit Wealth Group, LLC holds 80,294 shares of SUSC stock, worth $1.84 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
80,294
Previous 98,502 18.48%
Holding current value
$1.84 Million
Previous $2.34 Million 22.15%
% of portfolio
0.53%
Previous 0.68%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$22.65 - $23.8 $412,411 - $433,350
-18,208 Reduced 18.48%
80,294 $1.82 Million
Q3 2024

Nov 08, 2024
BUY
$22.51 - $23.92 $58,548 - $62,215
2,601 Added 2.71%
98,502 $2.34 Million
Q2 2024

Jul 31, 2024
BUY
$22.25 - $22.94 $123,843 - $127,684
5,566 Added 6.16%
95,901 $2.18 Million
Q1 2024

May 01, 2024
BUY
$22.66 - $23.29 $410,281 - $421,688
18,106 Added 25.07%
90,335 $2.08 Million
Q4 2023

Jan 30, 2024
BUY
$21.11 - $23.38 $282,599 - $312,988
13,387 Added 22.75%
72,229 $1.68 Million
Q3 2023

Oct 31, 2023
BUY
$21.72 - $22.83 $5,234 - $5,502
241 Added 0.41%
58,842 $1.28 Million
Q2 2023

Jul 26, 2023
SELL
$22.41 - $23.18 $7.24 Million - $7.49 Million
-323,011 Reduced 84.64%
58,601 $1.33 Million
Q1 2023

May 10, 2023
BUY
$22.22 - $23.44 $8.06 Million - $8.5 Million
362,597 Added 1906.9%
381,612 $17,000
Q4 2022

Feb 08, 2023
BUY
$21.15 - $23.06 $148,451 - $161,858
7,019 Added 58.51%
19,015 $424,000
Q3 2022

Nov 09, 2022
BUY
$21.64 - $23.92 $67,257 - $74,343
3,108 Added 34.97%
11,996 $261,000
Q2 2022

Aug 10, 2022
SELL
$22.68 - $25.19 $8,754 - $9,723
-386 Reduced 4.16%
8,888 $206,000
Q1 2022

May 04, 2022
BUY
$24.73 - $27.06 $229,346 - $250,954
9,274 New
9,274 $233,000

Others Institutions Holding SUSC

# of Institutions
284
Shares Held
38.4M
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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