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 20,535 shares of SUSC stock, worth $476,617. This represents 0.32% of its overall portfolio holdings.

Number of Shares
20,535
Previous 20,535 -0.0%
Holding current value
$476,617
Previous $472,000 1.27%
% of portfolio
0.32%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR ESG AWARE USD CORPO


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