Erts Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Erts Wealth Advisors, LLC

$534 Million
Q3 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 13,573 shares of SUSC stock, worth $308,378. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,573

Previous 12,350 9.9%

Holding current value

$308,378

Previous $280,000 15.0%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$22.51 - $23.92 $27,529 - $29,254	1,223 Added 9.9%	13,573 $322,000
Q2 2024 Jul 18, 2024	BUY	$22.25 - $22.94 $1,757 - $1,812	79 Added 0.64%	12,350 $280,000
Q1 2024 Apr 23, 2024	BUY	$22.66 - $23.29 $45,070 - $46,323	1,989 Added 19.34%	12,271 $282,000
Q4 2023 Jan 23, 2024	BUY	$21.11 - $23.38 $217,053 - $240,393	10,282 New	10,282 $239,000
Q3 2021 Oct 13, 2021	SELL	$27.5 - $28.1 $243,595 - $248,909	-8,858 Closed	0 $0
Q2 2021 Aug 11, 2021	SELL	$26.94 - $27.73 $3,448 - $3,549	-128 Reduced 1.42%	8,858 $246,000
Q1 2021 May 07, 2021	SELL	$26.68 - $28.24 $3,228 - $3,417	-121 Reduced 1.33%	8,986 $242,000
Q4 2020 Feb 12, 2021	BUY	$27.6 - $28.38 $247,792 - $254,795	8,978 Added 6959.69%	9,107 $258,000
Q4 2018 Feb 14, 2019	BUY	N/A	129 New	129 $3,000

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Erts Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History