A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 30,389 shares of SUSB stock, worth $749,392. This represents 0.13% of its overall portfolio holdings.

Number of Shares
30,389
Previous 30,349 0.13%
Holding current value
$749,392
Previous $743,000 2.83%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 07, 2024

BUY
$24.38 - $25.2 $975 - $1,008
40 Added 0.13%
30,389 $764,000
Q2 2024

Jul 10, 2024

SELL
$24.19 - $24.51 $235,344 - $238,457
-9,729 Reduced 24.28%
30,349 $743,000
Q1 2024

Apr 10, 2024

SELL
$24.32 - $24.57 $550,653 - $556,313
-22,642 Reduced 36.1%
40,078 $981,000
Q4 2023

Jan 17, 2024

BUY
$23.56 - $24.48 $994,349 - $1.03 Million
42,205 Added 205.73%
62,720 $1.54 Million
Q3 2023

Oct 10, 2023

BUY
$23.72 - $24.02 $18,691 - $18,927
788 Added 3.99%
20,515 $487,000
Q2 2023

Jul 13, 2023

BUY
$23.84 - $24.2 $17,403 - $17,666
730 Added 3.84%
19,727 $471,000
Q1 2023

Apr 14, 2023

BUY
$23.63 - $24.19 $448,899 - $459,537
18,997 New
18,997 $457,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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