Better Money Decisions, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Better Money Decisions, LLC

$140 Million
Q3 2024

A detailed history of Better Money Decisions, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Better Money Decisions, LLC holds 68,667 shares of SUSB stock, worth $1.7 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

68,667

Previous 82,023 16.28%

Holding current value

$1.7 Million

Previous $2.01 Million 13.99%

% of portfolio

1.23%

Previous 1.52%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$24.38 - $25.2 $325,619 - $336,571	-13,356 Reduced 16.28%	68,667 $1.73 Million
Q2 2024 Jul 24, 2024	BUY	$24.19 - $24.51 $45,114 - $45,711	1,865 Added 2.33%	82,023 $2.01 Million
Q1 2024 May 01, 2024	SELL	$24.32 - $24.57 $121 - $122	-5 Reduced 0.01%	80,158 $1.96 Million
Q4 2023 Jan 23, 2024	SELL	$23.56 - $24.48 $65,779 - $68,348	-2,792 Reduced 3.37%	80,163 $1.96 Million
Q3 2023 Nov 08, 2023	BUY	$23.72 - $24.02 $11,883 - $12,034	501 Added 0.61%	82,955 $1.97 Million
Q2 2023 Aug 09, 2023	SELL	$23.84 - $24.2 $30,968 - $31,435	-1,299 Reduced 1.55%	82,454 $1.97 Million
Q1 2023 May 03, 2023	BUY	$23.63 - $24.19 $538,976 - $551,749	22,809 Added 37.43%	83,753 $2.02 Million
Q4 2022 Feb 14, 2023	BUY	$23.19 - $23.94 $70,752 - $73,040	3,051 Added 5.27%	60,944 $1.45 Million
Q3 2022 Oct 28, 2022	BUY	$23.37 - $24.43 $43,818 - $45,806	1,875 Added 3.35%	57,893 $1.36 Million
Q2 2022 Aug 05, 2022	BUY	$23.73 - $24.6 $336,016 - $348,336	14,160 Added 33.83%	56,018 $1.35 Million
Q1 2022 May 13, 2022	BUY	$24.54 - $25.63 $12,270 - $12,815	500 Added 1.21%	41,858 $1.03 Million
Q4 2021 Feb 14, 2022	SELL	$25.61 - $25.99 $47,250 - $47,951	-1,845 Reduced 4.27%	41,358 $1.06 Million
Q3 2021 Oct 28, 2021	BUY	$25.95 - $26.1 $34,902 - $35,104	1,345 Added 3.21%	43,203 $1.12 Million
Q2 2021 Jul 22, 2021	BUY	$25.93 - $26.12 $264,771 - $266,711	10,211 Added 32.27%	41,858 $1.09 Million
Q1 2021 May 04, 2021	BUY	$25.89 - $26.17 $819,340 - $828,201	31,647 New	31,647 $822,000

Others Institutions Holding SUSB

# of Institutions

309

Shares Held

28M

Call Options Held

Put Options Held

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Better Money Decisions, LLC Ishares Tr Ishares Esg Aware 1 Transaction History