Wealth Shield Partners, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 38,406 shares of SUSC stock, worth $870,279. This represents 0.13% of its overall portfolio holdings.

Number of Shares

38,406

Previous 53,539 28.27%

Holding current value

$870,279

Previous $1.27 Million 31.5%

% of portfolio

0.13%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$22.65 - $23.8 $342,762 - $360,165	-15,133 Reduced 28.27%	38,406 $872,000
Q3 2024 Nov 04, 2024	BUY	$22.51 - $23.92 $12,808 - $13,610	569 Added 1.07%	53,539 $1.27 Million
Q2 2024 Jul 26, 2024	BUY	$22.25 - $22.94 $19,135 - $19,728	860 Added 1.65%	52,970 $1.2 Million
Q1 2024 Apr 29, 2024	BUY	$22.66 - $23.29 $50,214 - $51,610	2,216 Added 4.44%	52,110 $1.2 Million
Q4 2023 Jan 23, 2024	BUY	$21.11 - $23.38 $72,871 - $80,707	3,452 Added 7.43%	49,894 $1.16 Million
Q3 2023 Oct 25, 2023	BUY	$21.72 - $22.83 $28,540 - $29,998	1,314 Added 2.91%	46,442 $1.01 Million
Q2 2023 Aug 03, 2023	SELL	$22.41 - $23.18 $138,426 - $143,182	-6,177 Reduced 12.04%	45,128 $1.03 Million
Q1 2023 May 08, 2023	BUY	$22.22 - $23.44 $226,977 - $239,439	10,215 Added 24.86%	51,305 $1.18 Million
Q4 2022 Feb 13, 2023	SELL	$21.15 - $23.06 $196,652 - $214,411	-9,298 Reduced 18.45%	41,090 $916,000
Q3 2022 Nov 04, 2022	SELL	$21.64 - $23.92 $156,630 - $173,132	-7,238 Reduced 12.56%	50,388 $1.1 Million
Q2 2022 Aug 11, 2022	BUY	$22.68 - $25.19 $754,472 - $837,970	33,266 Added 136.56%	57,626 $1.33 Million
Q1 2022 May 09, 2022	BUY	$24.73 - $27.06 $602,422 - $659,181	24,360 New	24,360 $612,000
Q2 2021 Aug 06, 2021	SELL	$26.94 - $27.73 $35,237 - $36,270	-1,308 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$26.68 - $28.24 $34,897 - $36,937	1,308 New	1,308 $35,000

Others Institutions Holding SUSC

# of Institutions

270

Shares Held

38.3M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Wealth Shield Partners, LLC Ishares Tr Esg Aware Usd Corpo Transaction History