Occidental Asset Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Occidental Asset Management, LLC

  • $616 Million
  • Q3 2024

A detailed history of Occidental Asset Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Occidental Asset Management, LLC holds 11,409 shares of SUSC stock, worth $259,212. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,409
Previous 11,397 0.11%
Holding current value
$259,212
Previous $258,000 5.04%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 11, 2024
BUY
$22.51 - $23.92 $270 - $287
12 Added 0.11%
11,409 $271,000
Q2 2024

Jul 15, 2024
BUY
$22.25 - $22.94 $14,929 - $15,392
671 Added 6.26%
11,397 $258,000
Q1 2024

Apr 16, 2024
BUY
$22.66 - $23.29 $19,963 - $20,518
881 Added 8.95%
10,726 $246,000
Q4 2023

Jan 18, 2024
BUY
$21.11 - $23.38 $11,188 - $12,391
530 Added 5.69%
9,845 $229,000
Q3 2023

Oct 18, 2023
BUY
$21.72 - $22.83 $202,321 - $212,661
9,315 New
9,315 $202,000

Others Institutions Holding SUSC

# of Institutions
257
Shares Held
39.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

SUSC Quotes by TradingView
  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
Track This Portfolio

Track Occidental Asset Management, LLC Portfolio

Follow Occidental Asset Management, 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 Occidental Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Occidental Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email