U.S. Capital Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

U.S. Capital Wealth Advisors, LLC

$3.03 Billion
Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 14,420 shares of SUSC stock, worth $325,315. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,420

Previous 13,899 3.75%

Holding current value

$325,315

Previous $330,000 0.91%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$22.65 - $23.8 $11,800 - $12,399	521 Added 3.75%	14,420 $327,000
Q3 2024 Oct 22, 2024	BUY	$22.51 - $23.92 $34,845 - $37,028	1,548 Added 12.53%	13,899 $330,000
Q2 2024 Jul 11, 2024	BUY	$22.25 - $22.94 $5,740 - $5,918	258 Added 2.13%	12,351 $280,000
Q1 2024 May 10, 2024	BUY	$22.66 - $23.29 $37,570 - $38,614	1,658 Added 15.89%	12,093 $278,000
Q4 2023 Feb 06, 2024	BUY	$21.11 - $23.38 $220,282 - $243,970	10,435 New	10,435 $242,000
Q1 2023 May 11, 2023	BUY	$22.22 - $23.44 $213,956 - $225,703	9,629 New	9,629 $221,000

Others Institutions Holding SUSC

# of Institutions

283

Shares Held

40.3M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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U.S. Capital Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History