Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Tr Ishares Esg Aware 1 Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 81,727 shares of SUSB stock, worth $2.05 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
81,727
Previous 78,879 3.61%
Holding current value
$2.05 Million
Previous $1.97 Million 4.36%
% of portfolio
0.05%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$24.66 - $25.17 $70,231 - $71,684
2,848 Added 3.61%
81,727 $2.06 Million
Q1 2025

May 08, 2025
SELL
$24.6 - $24.99 $170,502 - $173,205
-6,931 Reduced 8.08%
78,879 $1.97 Million
Q4 2024

Jan 21, 2025
BUY
$24.61 - $25.12 $127,405 - $130,046
5,177 Added 6.42%
85,810 $2.12 Million
Q3 2024

Oct 31, 2024
SELL
$24.38 - $25.2 $48,662 - $50,299
-1,996 Reduced 2.42%
80,633 $2.03 Million
Q2 2024

Aug 09, 2024
BUY
$24.19 - $24.51 $123,610 - $125,246
5,110 Added 6.59%
82,629 $2.02 Million
Q1 2024

May 06, 2024
SELL
$24.32 - $24.57 $13,303 - $13,439
-547 Reduced 0.7%
77,519 $1.9 Million
Q4 2023

Feb 06, 2024
BUY
$23.56 - $24.48 $45,541 - $47,319
1,933 Added 2.54%
78,066 $1.91 Million
Q3 2023

Nov 02, 2023
BUY
$23.72 - $24.02 $47,653 - $48,256
2,009 Added 2.71%
76,133 $1.81 Million
Q2 2023

Aug 11, 2023
BUY
$23.84 - $24.2 $100,986 - $102,511
4,236 Added 6.06%
74,124 $1.77 Million
Q1 2023

May 09, 2023
BUY
$23.63 - $24.19 $267,940 - $274,290
11,339 Added 19.37%
69,888 $1.68 Million
Q4 2022

Feb 07, 2023
BUY
$23.19 - $23.94 $62,195 - $64,207
2,682 Added 4.8%
58,549 $1.39 Million
Q3 2022

Nov 02, 2022
SELL
$23.37 - $24.43 $101,495 - $106,099
-4,343 Reduced 7.21%
55,867 $1.31 Million
Q2 2022

Aug 02, 2022
BUY
$23.73 - $24.6 $51,707 - $53,603
2,179 Added 3.75%
60,210 $1.45 Million
Q1 2022

May 13, 2022
BUY
$24.54 - $25.63 $610,015 - $637,110
24,858 Added 74.93%
58,031 $1.43 Million
Q4 2021

Feb 14, 2022
BUY
$25.61 - $25.99 $208,695 - $211,792
8,149 Added 32.56%
33,173 $851,000
Q3 2021

Nov 02, 2021
BUY
$25.95 - $26.1 $167,533 - $168,501
6,456 Added 34.77%
25,024 $650,000
Q2 2021

Aug 12, 2021
BUY
$25.93 - $26.12 $261,504 - $263,420
10,085 Added 118.88%
18,568 $484,000
Q1 2021

May 17, 2021
BUY
$25.89 - $26.17 $219,624 - $222,000
8,483 New
8,483 $220,000

Others Institutions Holding SUSB

# of Institutions
332
Shares Held
28.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

SUSB Quotes by TradingView
  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email