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

Evergreen Private Wealth LLC

$247 Billion
Q3 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 6,620 shares of SUSB stock, worth $166,824. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,620

Previous 7,026 5.78%

Holding current value

$166,824

Previous $177 Million 5.25%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$25.0 - $25.33 $10,150 - $10,283	-406 Reduced 5.78%	6,620 $168 Million
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

334

Shares Held

29.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
Sector ETFs
Industry ETFs

More about SUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Account

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