Keener Financial Planning LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Keener Financial Planning LLC

$231 Million
Q4 2025

A detailed history of Keener Financial Planning LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Keener Financial Planning LLC holds 13,416 shares of SUSC stock, worth $313,666. This represents 0.14% of its overall portfolio holdings.

Number of Shares

13,416

Previous 10,373 29.34%

Holding current value

$313,666

Previous $244,000 28.28%

% of portfolio

0.14%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$23.38 - $23.82 $71,145 - $72,484	3,043 Added 29.34%	13,416 $313,000
Q3 2025 Nov 07, 2025	BUY	$22.89 - $23.7 $39,027 - $40,408	1,705 Added 19.67%	10,373 $244,000
Q2 2025 Jul 24, 2025	BUY	$22.43 - $23.23 $740 - $766	33 Added 0.38%	8,668 $201,000
Q1 2025 May 09, 2025	BUY	$22.42 - $23.22 $15,918 - $16,486	710 Added 8.96%	8,635 $199,000
Q4 2024 Jan 29, 2025	BUY	$22.65 - $23.8 $155,741 - $163,648	6,876 Added 655.48%	7,925 $180,000

Q3 2024 Oct 18, 2024	SELL	$22.51 - $23.92 $742 - $789	-33 Reduced 3.05%	1,049 $24,000
Q2 2024 Jul 26, 2024	BUY	$22.25 - $22.94 $111 - $114	5 Added 0.46%	1,082 $24,000
Q1 2024 May 03, 2024	BUY	$22.66 - $23.29 $9,947 - $10,224	439 Added 68.81%	1,077 $25,000
Q4 2023 Jan 26, 2024	BUY	$21.11 - $23.38 $13,468 - $14,916	638 New	638 $15,000

Others Institutions Holding SUSC

# of Institutions

299

Shares Held

45.7M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Keener Financial Planning LLC Ishares Tr Esg Aware Usd Corpo Transaction History