Evergreen Private Wealth LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Evergreen Private Wealth LLC

$239 Billion
Q2 2025

A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 7,026 shares of SUSB stock, worth $176,352. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,026

Previous 6,510 7.93%

Holding current value

$176,352

Previous $163 Million 8.7%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$24.66 - $25.17 $12,724 - $12,987	516 Added 7.93%	7,026 $177 Million
Q1 2025 May 01, 2025	SELL	$24.6 - $24.99 $639 - $649	-26 Reduced 0.4%	6,510 $163 Million
Q4 2024 Feb 06, 2025	SELL	$24.61 - $25.12 $26,480 - $27,029	-1,076 Reduced 14.14%	6,536 $161 Million
Q3 2024 Oct 31, 2024	BUY	$24.38 - $25.2 $1,755 - $1,814	72 Added 0.95%	7,612 $192 Million
Q2 2024 Aug 12, 2024	SELL	$24.19 - $24.51 $1,088 - $1,102	-45 Reduced 0.59%	7,540 $185 Million
Q1 2024 Apr 16, 2024	BUY	$24.32 - $24.57 $12,038 - $12,162	495 Added 6.98%	7,585 $186 Million
Q4 2023 Feb 08, 2024	BUY	$23.56 - $24.48 $167,040 - $173,563	7,090 New	7,090 $174 Million

Others Institutions Holding SUSB

# of Institutions

335

Shares Held

28.9M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
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Evergreen Private Wealth LLC Ishares Tr Ishares Esg Aware 1 Transaction History