A detailed history of Theory Financial LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Theory Financial LLC holds 12,572 shares of SUSC stock, worth $288,527. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,572
Previous 10,135 24.05%
Holding current value
$288,527
Previous $230,000 30.0%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$22.51 - $23.92 $54,856 - $58,293
2,437 Added 24.05%
12,572 $299,000
Q2 2024

Jul 23, 2024

SELL
$22.25 - $22.94 $16,643 - $17,159
-748 Reduced 6.87%
10,135 $230,000
Q1 2024

May 13, 2024

BUY
$22.66 - $23.29 $246,608 - $253,465
10,883 New
10,883 $250,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
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