Berger Financial Group, Inc Ishares Tr Ishares Esg Aware 1 Transaction History

Berger Financial Group, Inc

$1.26 Billion
Q2 2025

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 12,691 shares of SUSB stock, worth $319,051. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,691

Previous 11,076 14.58%

Holding current value

$319,051

Previous $276,000 15.58%

% of portfolio

0.03%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$24.66 - $25.17 $39,825 - $40,649	1,615 Added 14.58%	12,691 $319,000
Q1 2025 May 12, 2025	BUY	$24.6 - $24.99 $20,418 - $20,741	830 Added 8.1%	11,076 $276,000
Q4 2024 Feb 14, 2025	BUY	$24.61 - $25.12 $35,512 - $36,248	1,443 Added 16.39%	10,246 $253,000
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

# of Institutions

332

Shares Held

28.7M

Call Options Held

Put Options Held

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Berger Financial Group, Inc Ishares Tr Ishares Esg Aware 1 Transaction History