A detailed history of Williams Financial, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Williams Financial, LLC holds 9,169 shares of SUSC stock, worth $208,411. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,169
Previous 10,168 9.82%
Holding current value
$208,411
Previous $231,000 5.63%
% of portfolio
0.14%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$22.51 - $23.92 $22,487 - $23,896
-999 Reduced 9.82%
9,169 $218,000
Q2 2024

Aug 08, 2024

SELL
$22.25 - $22.94 $13.8 Million - $14.2 Million
-618,698 Reduced 98.38%
10,168 $231,000
Q2 2024

Jul 19, 2024

BUY
$22.25 - $22.94 $13.8 Million - $14.2 Million
618,248 Added 5822.64%
628,866 $14.3 Million
Q1 2024

Apr 10, 2024

BUY
$22.66 - $23.29 $18,966 - $19,493
837 Added 8.56%
10,618 $244,000
Q3 2023

Oct 27, 2023

BUY
$21.72 - $22.83 $21,003 - $22,076
967 Added 10.97%
9,781 $212,000
Q2 2023

Jul 13, 2023

BUY
$22.41 - $23.18 $197,521 - $204,308
8,814 New
8,814 $200,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
Track This Portfolio

Track Williams Financial, LLC Portfolio

Follow Williams Financial, LLC 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 Williams Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams Financial, LLC with notifications on news.