A detailed history of Berger Financial Group, Inc transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Berger Financial Group, Inc holds 8,803 shares of SUSB stock, worth $217,081. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,803
Holding current value
$217,081
% of portfolio
0.02%

Shares

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

Nov 12, 2024

BUY
$24.38 - $25.2 $214,617 - $221,835
8,803 New
8,803 $221,000
Q1 2024

Apr 16, 2024

SELL
$24.32 - $24.57 $14,227 - $14,373
-585 Reduced 4.91%
11,337 $277,000
Q4 2023

Feb 07, 2024

SELL
$23.56 - $24.48 $92,166 - $95,765
-3,912 Reduced 24.71%
11,922 $291,000
Q3 2023

Nov 03, 2023

SELL
$23.72 - $24.02 $37,335 - $37,807
-1,574 Reduced 9.04%
15,834 $376,000
Q2 2023

Aug 10, 2023

SELL
$23.84 - $24.2 $9,917 - $10,067
-416 Reduced 2.33%
17,408 $416,000
Q1 2023

Apr 24, 2023

BUY
$23.63 - $24.19 $12,098 - $12,385
512 Added 2.96%
17,824 $428,000
Q4 2022

Jan 30, 2023

SELL
$23.19 - $23.94 $2,063 - $2,130
-89 Reduced 0.51%
17,312 $411,000
Q3 2022

Oct 27, 2022

SELL
$23.37 - $24.43 $165,366 - $172,866
-7,076 Reduced 28.91%
17,401 $409,000
Q2 2022

Aug 08, 2022

BUY
$23.73 - $24.6 $1,969 - $2,041
83 Added 0.34%
24,477 $590,000
Q1 2022

May 10, 2022

SELL
$24.54 - $25.63 $106,356 - $111,080
-4,334 Reduced 15.09%
24,394 $601,000
Q4 2021

Jan 26, 2022

BUY
$25.61 - $25.99 $537 - $545
21 Added 0.07%
28,728 $737,000
Q3 2021

Oct 28, 2021

BUY
$25.95 - $26.1 $53,119 - $53,426
2,047 Added 7.68%
28,707 $746,000
Q2 2021

Jul 29, 2021

SELL
$25.93 - $26.12 $2,515 - $2,533
-97 Reduced 0.36%
26,660 $694,000
Q1 2021

May 12, 2021

BUY
$25.89 - $26.17 $434,149 - $438,844
16,769 Added 167.89%
26,757 $695,000
Q4 2020

Feb 02, 2021

BUY
$26.0 - $26.18 $259,688 - $261,485
9,988 New
9,988 $261,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
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