A detailed history of Destination Wealth Management transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Destination Wealth Management holds 325,644 shares of SUSB stock, worth $8.04 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
325,644
Previous 320,900 1.48%
Holding current value
$8.04 Million
Previous $7.86 Million 4.26%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Nov 25, 2024

BUY
$24.38 - $25.2 $115,658 - $119,548
4,744 Added 1.48%
325,644 $8.19 Million
Q2 2024

Jul 24, 2024

SELL
$24.19 - $24.51 $250,826 - $254,144
-10,369 Reduced 3.13%
320,900 $7.86 Million
Q1 2024

May 14, 2024

BUY
$24.32 - $24.57 $82,615 - $83,464
3,397 Added 1.04%
331,269 $8.11 Million
Q4 2023

Feb 13, 2024

SELL
$23.56 - $24.48 $385,582 - $400,639
-16,366 Reduced 4.75%
327,872 $8.03 Million
Q3 2023

Nov 14, 2023

BUY
$23.72 - $24.02 $202,545 - $205,106
8,539 Added 2.54%
344,238 $8.18 Million
Q2 2023

Aug 11, 2023

SELL
$23.84 - $24.2 $70,375 - $71,438
-2,952 Reduced 0.87%
335,699 $8.03 Million
Q1 2023

May 05, 2023

BUY
$23.63 - $24.19 $348,826 - $357,092
14,762 Added 4.56%
338,651 $8.15 Million
Q4 2022

Feb 10, 2023

BUY
$23.19 - $23.94 $92,875 - $95,879
4,005 Added 1.25%
323,889 $7.7 Million
Q3 2022

Nov 10, 2022

BUY
$23.37 - $24.43 $448,213 - $468,542
19,179 Added 6.38%
319,884 $7.51 Million
Q2 2022

Jul 29, 2022

BUY
$23.73 - $24.6 $3.42 Million - $3.55 Million
144,288 Added 92.25%
300,705 $7.24 Million
Q1 2022

May 12, 2022

BUY
$24.54 - $25.63 $3.84 Million - $4.01 Million
156,417 New
156,417 $3.85 Million

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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