Invera Wealth Advisors LLC Reduces Stock Position in iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC)

Invera Wealth Advisors LLC decreased its holdings in shares of iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC) by 4.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 196,745 shares of the company’s stock after selling 8,669 shares during the quarter. iShares ESG Aware USD Corporate Bond ETF comprises approximately 3.7% of Invera Wealth Advisors LLC’s holdings, making the stock its 7th largest position. Invera Wealth Advisors LLC’s holdings in iShares ESG Aware USD Corporate Bond ETF were worth $4,391,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. ORG Partners LLC lifted its holdings in shares of iShares ESG Aware USD Corporate Bond ETF by 39.6% during the fourth quarter. ORG Partners LLC now owns 2,346 shares of the company’s stock worth $55,000 after buying an additional 665 shares during the last quarter. Tennessee Valley Asset Management Partners acquired a new stake in iShares ESG Aware USD Corporate Bond ETF in the 4th quarter worth $100,000. Creative Financial Designs Inc. ADV increased its holdings in shares of iShares ESG Aware USD Corporate Bond ETF by 6.8% during the 4th quarter. Creative Financial Designs Inc. ADV now owns 8,846 shares of the company’s stock worth $206,000 after purchasing an additional 567 shares during the period. Transcend Capital Advisors LLC acquired a new position in shares of iShares ESG Aware USD Corporate Bond ETF during the fourth quarter valued at about $225,000. Finally, Baker Avenue Asset Management LP raised its position in shares of iShares ESG Aware USD Corporate Bond ETF by 55.2% during the third quarter. Baker Avenue Asset Management LP now owns 13,000 shares of the company’s stock valued at $283,000 after buying an additional 4,624 shares during the last quarter.

iShares ESG Aware USD Corporate Bond ETF Stock Up 0.4 %

SUSC stock traded up $0.09 during trading on Monday, reaching $22.43. 323,507 shares of the stock were exchanged, compared to its average volume of 372,250. iShares ESG Aware USD Corporate Bond ETF has a twelve month low of $21.10 and a twelve month high of $23.38. The stock has a 50 day simple moving average of $22.71 and a 200-day simple moving average of $22.59.

iShares ESG Aware USD Corporate Bond ETF Announces Dividend

The company also recently disclosed a monthly dividend, which was paid on Friday, April 5th. Shareholders of record on Tuesday, April 2nd were given a $0.0781 dividend. The ex-dividend date of this dividend was Monday, April 1st. This represents a $0.94 dividend on an annualized basis and a dividend yield of 4.18%.

About iShares ESG Aware USD Corporate Bond ETF

The iShares ESG USD Corporate Bond ETF (SUSC) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks an index of USD-denominated, investment-grade, corporate debt, selected based on positive ESG characteristics. Holdings are optimally weighted to provide a similar risk and return characteristics of the Bloomberg US Corporate Index.