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Raymond James Financial Services Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.98M Buy
167,426
+5,162
+3% +$121K 0.01% 1354
2024
Q2 		$3.69M Sell
162,264
-9,878
-6% -$224K 0.01% 1324
2024
Q1 		$3.96M Sell
172,142
-13,605
-7% -$312K 0.01% 1268
2023
Q4 		$4.32M Buy
185,747
+2,462
+1% +$54.4K 0.01% 1163
2023
Q3 		$3.99M Buy
183,285
+10,315
+6% +$230K 0.01% 1125
2023
Q2 		$3.93M Sell
172,970
-47,235
-21% -$1.08M 0.01% 1150
2023
Q1 		$5.07M Buy
220,205
+22,062
+11% +$503K 0.01% 992
2022
Q4 		$4.42M Sell
198,143
-9,727
-5% -$215K 0.01% 1024
2022
Q3 		$4.53M Sell
207,870
-1,666
-0.8% -$38.6K 0.01% 964
2022
Q2 		$4.85M Buy
209,536
+68,888
+49% +$1.63M 0.01% 947
2022
Q1 		$3.53M Sell
140,648
-4,798
-3% -$124K 0.01% 1187
2021
Q4 		$3.97M Sell
145,446
-146,875
-50% -$4.03M 0.01% 1130
2021
Q3 		$8.04M Buy
292,321
+22,696
+8% +$633K 0.02% 766
2021
Q2 		$7.47M Buy
269,625
+56,623
+27% +$1.54M 0.02% 782
2021
Q1 		$5.74M Buy
213,002
+30,475
+17% +$838K 0.01% 847
2020
Q4 		$5.17M Buy
182,527
+155,962
+587% +$4.36M 0.01% 828
2020
Q3 		$737K Buy
26,565
+12,714
+92% +$356K ﹤0.01% 1738
2020
Q2 		$383K Buy
+13,851
New +$371K ﹤0.01% 2089

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial Services Advisors's SUSC Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 3.2% in Q3 2024, buying an estimated $121K and bringing the position to 167,426 shares worth $3.98M. The position accounts for 0.01% of the portfolio, ranked #1354.

Raymond James Financial Services Advisors first reported a position in SUSC in Q2 2020 and has held it in 18 quarters since. The position peaked at $8.04M in Q3 2021. 247 funds tracked by Wall St. Rank hold SUSC as of Q3 2024.

  • Raymond James Financial Services Advisors held 167,426 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.98M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 5,162 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2024, an estimated $121K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1354 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • Raymond James Financial Services Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $8.04M in Q3 2021.
  • 247 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.