Destination Wealth Management Ishares Tr Ishares Esg Aware 1 Transaction History

Destination Wealth Management

$3.14 Billion
Q1 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 333,853 shares of SUSB stock, worth $8.36 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

333,853

Previous 334,971 0.33%

Holding current value

$8.36 Million

Previous $8.27 Million 0.83%

% of portfolio

0.27%

Previous 0.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

333

Shares Held

28.6M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

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Destination Wealth Management Ishares Tr Ishares Esg Aware 1 Transaction History