Wells Financial Advisors Inc Ishares Tr Esg Aware Usd Corpo Transaction History

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Wells Financial Advisors Inc holds 22,345 shares of SUSC stock, worth $529,353. This represents 0.73% of its overall portfolio holdings.

Number of Shares
22,345
Previous 22,345 -0.0%
Holding current value
$529,353
Previous $519,000 1.35%
% of portfolio
0.73%
Previous 0.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$22.65 - $23.8 $40,996 - $43,078
1,810 Added 8.81%
22,345 $507,000
Q4 2023

Feb 12, 2024
BUY
$21.11 - $23.38 $244,876 - $271,208
11,600 Added 129.83%
20,535 $477,000
Q3 2023

Oct 10, 2023
BUY
$21.72 - $22.83 $23,892 - $25,112
1,100 Added 14.04%
8,935 $194,000
Q4 2022

Feb 03, 2023
BUY
$21.15 - $23.06 $35,532 - $38,740
1,680 Added 27.29%
7,835 $174,000
Q3 2022

Nov 09, 2022
BUY
$21.64 - $23.92 $133,194 - $147,227
6,155 New
6,155 $134,000

Others Institutions Holding SUSC

# of Institutions
281
Shares Held
41.8M
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
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email