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 $2.07 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
81,727
Previous 78,879 3.61%
Holding current value
$2.07 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
329
Shares Held
28.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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