A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 11,117 shares of SUSC stock, worth $258,025. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,117
Previous 13,655 18.59%
Holding current value
$258,025
Previous $313,000 19.17%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 12, 2024

SELL
$22.25 - $22.94 $56,470 - $58,221
-2,538 Reduced 18.59%
11,117 $253,000
Q1 2024

May 13, 2024

BUY
$22.66 - $23.29 $41,218 - $42,364
1,819 Added 15.37%
13,655 $313,000
Q4 2023

Feb 08, 2024

SELL
$21.11 - $23.38 $48,405 - $53,610
-2,293 Reduced 16.23%
11,836 $275,000
Q3 2023

Nov 09, 2023

BUY
$21.72 - $22.83 $38,900 - $40,888
1,791 Added 14.52%
14,129 $307,000
Q2 2023

Aug 14, 2023

BUY
$22.41 - $23.18 $276,494 - $285,994
12,338 New
12,338 $281,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


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