Asset Dedication, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Asset Dedication, LLC

$1.25 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 21, 2021	SELL	$26.94 - $27.73 $21,552 - $22,184	-800 Closed	0 $0
Q1 2021 May 03, 2021	BUY	$26.68 - $28.24 $21,344 - $22,592	800 New	800 $22,000

Others Institutions Holding SUSC

# of Institutions

283

Shares Held

38.4M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.48M
Shares

$172 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.42M
Shares

$78.7 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.53M
Shares

$58.2 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

1.74M
Shares

$40 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.69M
Shares

$38.9 Million
0.01% of portfolio

About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
Sector ETFs
Industry ETFs

More about SUSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Dedication, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Dedication, LLC with notifications on news.