A detailed history of Boston Financial Mangement LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Boston Financial Mangement LLC holds 31,585 shares of SUSB stock, worth $778,886. This represents 0.02% of its overall portfolio holdings.

Number of Shares
31,585
Previous 28,269 11.73%
Holding current value
$778,886
Previous $692,000 14.74%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2024

BUY
$24.38 - $25.2 $80,844 - $83,563
3,316 Added 11.73%
31,585 $794,000
Q2 2024

Jul 29, 2024

SELL
$24.19 - $24.51 $130,771 - $132,501
-5,406 Reduced 16.05%
28,269 $692,000
Q1 2024

May 10, 2024

BUY
$24.32 - $24.57 $26,265 - $26,535
1,080 Added 3.31%
33,675 $824,000
Q4 2023

Feb 12, 2024

SELL
$23.56 - $24.48 $176,959 - $183,869
-7,511 Reduced 18.73%
32,595 $797,000
Q3 2023

Nov 09, 2023

BUY
$23.72 - $24.02 $18,216 - $18,447
768 Added 1.95%
40,106 $953,000
Q2 2023

Aug 07, 2023

SELL
$23.84 - $24.2 $44,104 - $44,770
-1,850 Reduced 4.49%
39,338 $940,000
Q1 2023

May 12, 2023

SELL
$23.63 - $24.19 $395,329 - $404,698
-16,730 Reduced 28.89%
41,188 $990,000
Q4 2022

Jan 27, 2023

SELL
$23.19 - $23.94 $188,581 - $194,680
-8,132 Reduced 12.31%
57,918 $0
Q3 2022

Nov 09, 2022

BUY
$23.37 - $24.43 $322,319 - $336,938
13,792 Added 26.39%
66,050 $1.55 Million
Q2 2022

Aug 08, 2022

BUY
$23.73 - $24.6 $1.24 Million - $1.29 Million
52,258 New
52,258 $1.26 Million

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Boston Financial Mangement LLC Portfolio

Follow Boston Financial Mangement LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Financial Mangement LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Financial Mangement LLC with notifications on news.