Creative Planning Ishares Tr Ishares Esg Aware 1 Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Creative Planning holds 11,465 shares of SUSB stock, worth $287,083. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,465

Previous 8,186 40.06%

Holding current value

$287,083

Previous $202,000 41.58%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$24.6 - $24.99 $80,663 - $81,942	3,279 Added 40.06%	11,465 $286,000
Q4 2024 Feb 14, 2025	BUY	$24.61 - $25.12 $201,457 - $205,632	8,186 New	8,186 $202,000
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

333

Shares Held

28.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
Sector ETFs
Industry ETFs

More about SUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Ishares Tr Ishares Esg Aware 1 Transaction History