A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 132,740 shares of SUSC stock, worth $3.17 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
132,740
Previous 112,841 17.63%
Holding current value
$3.17 Million
Previous $2.59 Million 16.23%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$22.25 - $22.94 $442,752 - $456,483
19,899 Added 17.63%
132,740 $3.02 Million
Q1 2024

May 15, 2024

BUY
$22.66 - $23.29 $189,460 - $194,727
8,361 Added 8.0%
112,841 $2.59 Million
Q4 2023

Feb 14, 2024

BUY
$21.11 - $23.38 $2.21 Million - $2.44 Million
104,480 New
104,480 $2.43 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-11,816 Closed
0 $0
Q1 2019

May 14, 2019

BUY
N/A
11,816 New
11,816 $295,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


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