Avidian Wealth Solutions, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 18,647 shares of SUSB stock, worth $472,887. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,647

Previous 18,687 0.21%

Holding current value

$472,887

Previous $466,000 0.64%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$24.66 - $25.17 $986 - $1,006	-40 Reduced 0.21%	18,647 $469,000
Q1 2025 Apr 25, 2025	BUY	$24.6 - $24.99 $3,321 - $3,373	135 Added 0.73%	18,687 $466,000
Q4 2024 Jan 29, 2025	BUY	$24.61 - $25.12 $128,144 - $130,799	5,207 Added 39.02%	18,552 $458,000
Q3 2024 Oct 30, 2024	BUY	$24.38 - $25.2 $3,193 - $3,301	131 Added 0.99%	13,345 $335,000
Q2 2024 Aug 06, 2024	BUY	$24.19 - $24.51 $2,878 - $2,916	119 Added 0.91%	13,214 $323,000
Q1 2024 May 03, 2024	BUY	$24.32 - $24.57 $1,751 - $1,769	72 Added 0.55%	13,095 $320,000
Q4 2023 Feb 06, 2024	BUY	$23.56 - $24.48 $3,204 - $3,329	136 Added 1.06%	13,023 $318,000
Q3 2023 Oct 13, 2023	BUY	$23.72 - $24.02 $305,679 - $309,545	12,887 New	12,887 $306,000

Others Institutions Holding SUSB

# of Institutions

328

Shares Held

28.4M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
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Avidian Wealth Solutions, LLC Ishares Tr Ishares Esg Aware 1 Transaction History