Willow Creek Wealth Management Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Willow Creek Wealth Management Inc.
- $1.15 Billion
- Q3 2025
A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 34,237 shares of SUSC stock, worth $800,461. This represents 0.07% of its overall portfolio holdings.
Number of Shares
34,237
Previous 34,237
-0.0%
Holding current value
$800,461
Previous $795,000
1.38%
% of portfolio
0.07%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding SUSC
# of Institutions
299Shares Held
45.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio