Theory Financial LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Theory Financial LLC

$196 Million
Q1 2024

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 10,883 shares of SUSC stock, worth $249,003. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,883

Holding current value

$249,003

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

# of Institutions

241

Shares Held

36.8M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

7.87M
Shares

$180 Million
0.07% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.63M
Shares

$60.2 Million
0.24% of portfolio
Jpmorgan Chase & CO New York, NY

2.31M
Shares

$53 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.12M
Shares

$48.6 Million
0.01% of portfolio
Wealthfront Advisers LLC

2.06M
Shares

$47 Million
0.17% of portfolio

View Full List

About ISHARES TR ESG AWARE USD CORPO

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Theory Financial LLC Ishares Tr Esg Aware Usd Corpo Transaction History