A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 125,869 shares of SUSC stock, worth $2.86 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
125,869
Previous 132,740 5.18%
Holding current value
$2.86 Million
Previous $3.02 Million 0.7%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$22.51 - $23.92 $154,666 - $164,354
-6,871 Reduced 5.18%
125,869 $2.99 Million
Q2 2024

Aug 14, 2024

BUY
$22.25 - $22.94 $442,752 - $456,483
19,899 Added 17.63%
132,740 $3.02 Million
Q1 2024

May 15, 2024

BUY
$22.66 - $23.29 $189,460 - $194,727
8,361 Added 8.0%
112,841 $2.59 Million
Q4 2023

Feb 14, 2024

BUY
$21.11 - $23.38 $2.21 Million - $2.44 Million
104,480 New
104,480 $2.43 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-11,816 Closed
0 $0
Q1 2019

May 14, 2019

BUY
N/A
11,816 New
11,816 $295,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, 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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.