Destination Wealth Management Ishares Tr Ishares Esg Aware 1 Transaction History

Destination Wealth Management

$3.3 Billion
Q2 2025

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 341,472 shares of SUSB stock, worth $8.66 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

341,472

Previous 333,853 2.28%

Holding current value

$8.66 Million

Previous $8.34 Million 3.02%

% of portfolio

0.26%

Previous 0.27%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$24.66 - $25.17 $187,884 - $191,770	7,619 Added 2.28%	341,472 $8.59 Million
Q1 2025 May 15, 2025	SELL	$24.6 - $24.99 $27,502 - $27,938	-1,118 Reduced 0.33%	333,853 $8.34 Million
Q4 2024 Feb 06, 2025	BUY	$24.61 - $25.12 $229,537 - $234,294	9,327 Added 2.86%	334,971 $8.27 Million
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

# of Institutions

329

Shares Held

28.3M

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 Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Account

Destination Wealth Management Ishares Tr Ishares Esg Aware 1 Transaction History