Wealthsource Partners, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Wealthsource Partners, LLC holds 97,781 shares of SUSC stock, worth $2.24 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
97,781
Previous 101,285 3.46%
Holding current value
$2.24 Million
Previous $2.2 Million 3.27%
% of portfolio
0.15%
Previous 0.15%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$21.11 - $23.38 $73,969 - $81,923
-3,504 Reduced 3.46%
97,781 $2.28 Million
Q3 2023

Nov 09, 2023
BUY
$21.72 - $22.83 $177,995 - $187,091
8,195 Added 8.8%
101,285 $2.2 Million
Q2 2023

Aug 14, 2023
SELL
$22.41 - $23.18 $81,258 - $84,050
-3,626 Reduced 3.75%
93,090 $2.12 Million
Q1 2023

May 15, 2023
BUY
$22.22 - $23.44 $747,591 - $788,638
33,645 Added 53.34%
96,716 $2.23 Million
Q4 2022

Feb 09, 2023
SELL
$21.4 - $23.06 $33,405 - $35,996
-1,561 Reduced 2.42%
63,071 $1.41 Million
Q3 2022

Nov 14, 2022
BUY
N/A
8,498 Added 15.14%
64,632 $1.41 Million
Q2 2022

Aug 10, 2022
BUY
N/A
16,671 Added 42.24%
56,134 $1.3 Million
Q1 2022

May 09, 2022
BUY
N/A
39,463 New
39,463 $992,000
Q2 2021

Nov 18, 2021
SELL
N/A
-69,650 Closed
0 $0
Q1 2021

Jun 21, 2021
SELL
N/A
-1,312 Reduced 1.85%
69,650 $1.88 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-35,119 Reduced 33.11%
70,962 $2.01 Million
Q3 2020

Nov 16, 2020
BUY
N/A
23,514 Added 28.48%
106,081 $0
Q2 2020

Aug 17, 2020
BUY
N/A
40,418 Added 95.89%
82,567 $2.28 Million
Q1 2020

May 12, 2020
BUY
N/A
10,420 Added 32.84%
42,149 $1.08 Million
Q4 2019

Feb 12, 2020
BUY
N/A
19,462 Added 158.65%
31,729 $840,000
Q3 2019

Nov 15, 2019
BUY
N/A
4,358 Added 55.1%
12,267 $322,000
Q2 2019

Aug 09, 2019
BUY
N/A
7,909 New
7,909 $204,000

Others Institutions Holding SUSC

# of Institutions
241
Shares Held
36.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

SUSC Quotes by TradingView
  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
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