A detailed history of Us Financial Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Us Financial Advisors, LLC holds 19,261 shares of SUSC stock, worth $437,609. This represents 0.14% of its overall portfolio holdings.

Number of Shares
19,261
Previous 17,756 8.48%
Holding current value
$437,609
Previous $403,000 13.65%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 31, 2024

BUY
$22.51 - $23.92 $33,877 - $35,999
1,505 Added 8.48%
19,261 $458,000
Q2 2024

Aug 01, 2024

SELL
$22.25 - $22.94 $27,056 - $27,895
-1,216 Reduced 6.41%
17,756 $403,000
Q1 2024

May 13, 2024

BUY
$22.66 - $23.29 $37,615 - $38,661
1,660 Added 9.59%
18,972 $436,000
Q4 2023

Feb 07, 2024

BUY
$21.11 - $23.38 $140,043 - $155,102
6,634 Added 62.13%
17,312 $402,000
Q3 2023

Nov 09, 2023

BUY
$21.72 - $22.83 $231,926 - $243,778
10,678 New
10,678 $232,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


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

Track Us Financial Advisors, LLC Portfolio

Follow Us Financial Advisors, 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 Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.