Creative Planning Ishares Tr Ishares Esg Aware 1 Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$23.73 - $24.6 $208,373 - $216,012	-8,781 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$24.54 - $25.63 $285,522 - $298,205	-11,635 Reduced 56.99%	8,781 $216,000
Q4 2021 Feb 11, 2022	BUY	$25.61 - $25.99 $186,363 - $189,129	7,277 Added 55.38%	20,416 $524,000
Q3 2021 Nov 10, 2021	BUY	$25.95 - $26.1 $46,943 - $47,214	1,809 Added 15.97%	13,139 $341,000
Q2 2021 Aug 04, 2021	SELL	$25.93 - $26.12 $20,017 - $20,164	-772 Reduced 6.38%	11,330 $295,000
Q1 2021 Apr 30, 2021	BUY	$25.89 - $26.17 $99,003 - $100,074	3,824 Added 46.19%	12,102 $314,000
Q4 2020 Jan 29, 2021	BUY	$26.0 - $26.18 $215,228 - $216,718	8,278 New	8,278 $217,000

Others Institutions Holding SUSB

# of Institutions

309

Shares Held

28M

Call Options Held

0

Put Options Held

0

About ISHARES TR ISHARES ESG AWARE 1

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