A detailed history of Apella Capital, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Apella Capital, LLC holds 202,876 shares of SUSB stock, worth $5.04 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
202,876
Previous 204,710 0.9%
Holding current value
$5.04 Million
Previous $5.01 Million 1.82%
% of portfolio
0.21%
Previous 0.23%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

SELL
$24.38 - $25.2 $44,712 - $46,216
-1,834 Reduced 0.9%
202,876 $5.1 Million
Q2 2024

Jul 10, 2024

BUY
$24.19 - $24.51 $32,293 - $32,720
1,335 Added 0.66%
204,710 $5.01 Million
Q1 2024

Apr 10, 2024

BUY
$24.32 - $24.57 $592,021 - $598,107
24,343 Added 13.6%
203,375 $4.98 Million
Q4 2023

Jan 05, 2024

SELL
$23.56 - $24.48 $194,440 - $202,033
-8,253 Reduced 4.41%
179,032 $4.38 Million
Q3 2023

Oct 10, 2023

BUY
$23.72 - $24.02 $217,607 - $220,359
9,174 Added 5.15%
187,285 $4.45 Million
Q2 2023

Jul 06, 2023

BUY
$23.84 - $24.2 $114,694 - $116,426
4,811 Added 2.78%
178,111 $4.26 Million
Q4 2022

Jan 10, 2023

BUY
$23.19 - $23.94 $328,834 - $339,469
14,180 Added 8.91%
173,300 $0
Q3 2022

Oct 11, 2022

BUY
$23.37 - $24.43 $110,867 - $115,895
4,744 Added 3.07%
159,120 $3.74 Million
Q2 2022

Jul 08, 2022

BUY
$23.73 - $24.6 $448,900 - $465,358
18,917 Added 13.97%
154,376 $3.72 Million
Q1 2022

Apr 11, 2022

BUY
$24.54 - $25.63 $152,148 - $158,906
6,200 Added 4.8%
135,459 $3.34 Million
Q4 2021

Jan 13, 2022

BUY
$25.61 - $25.99 $380,026 - $385,665
14,839 Added 12.97%
129,259 $3.32 Million
Q3 2021

Jan 18, 2022

SELL
$25.95 - $26.1 $30,465 - $30,641
-1,174 Reduced 1.02%
114,420 $2.97 Million
Q3 2021

Oct 12, 2021

BUY
$25.95 - $26.1 $318,276 - $320,116
12,265 Added 11.87%
115,594 $3 Million
Q2 2021

Jan 18, 2022

SELL
$25.93 - $26.12 $29,845 - $30,064
-1,151 Reduced 1.1%
103,329 $2.69 Million
Q2 2021

Jul 02, 2021

BUY
$25.93 - $26.12 $499,308 - $502,966
19,256 Added 22.59%
104,480 $2.72 Million
Q1 2021

Apr 15, 2021

BUY
$25.89 - $26.17 $1.1 Million - $1.12 Million
42,639 Added 100.13%
85,224 $2.21 Million
Q4 2020

Feb 18, 2021

BUY
$26.0 - $26.18 $358,020 - $360,498
13,770 Added 47.79%
42,585 $1.12 Million
Q3 2020

Oct 22, 2020

BUY
$25.99 - $26.18 $287,059 - $289,158
11,045 Added 62.16%
28,815 $752,000
Q2 2020

Jul 20, 2020

BUY
$24.71 - $26.01 $49,172 - $51,759
1,990 Added 12.61%
17,770 $462,000
Q1 2020

May 14, 2020

BUY
$22.42 - $25.84 $353,787 - $407,755
15,780 New
15,780 $393,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Apella Capital, LLC Portfolio

Follow Apella Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Apella Capital, LLC with notifications on news.