Ep Wealth Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 345,004 shares of SUSB stock, worth $8.55 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
345,004
Previous 327,518 5.34%
Holding current value
$8.55 Million
Previous $8.02 Million 8.23%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 14, 2024
BUY
$24.38 - $25.2 $426,308 - $440,647
17,486 Added 5.34%
345,004 $8.68 Million
Q2 2024

Aug 19, 2024
BUY
$24.19 - $24.51 $37,034 - $37,524
1,531 Added 0.47%
327,518 $8.02 Million
Q1 2024

May 14, 2024
SELL
$24.32 - $24.57 $1.02 Million - $1.03 Million
-41,888 Reduced 11.39%
325,987 $7.98 Million
Q4 2023

Feb 28, 2024
SELL
$23.56 - $24.48 $984,289 - $1.02 Million
-41,778 Reduced 10.2%
367,875 $9.01 Million
Q3 2023

Nov 22, 2023
BUY
$23.72 - $24.02 $9.69 Million - $9.81 Million
408,542 Added 36772.46%
409,653 $9.74 Million
Q2 2023

Aug 14, 2023
SELL
$23.84 - $24.2 $354,119 - $359,466
-14,854 Reduced 93.04%
1,111 $26,000
Q1 2023

Jun 05, 2023
SELL
$23.63 - $24.19 $7.41 Million - $7.59 Million
-313,634 Reduced 95.16%
15,965 $384,000
Q4 2022

Jun 12, 2023
BUY
$23.19 - $23.94 $8.04 Million - $8.3 Million
346,652 Added 2171.32%
362,617 $8.62 Million
Q3 2022

Dec 02, 2022
BUY
$23.37 - $24.43 $257,023 - $268,681
10,998 Added 3.45%
329,599 $7.74 Million
Q2 2022

Aug 11, 2022
BUY
$23.73 - $24.6 $2.35 Million - $2.44 Million
99,221 Added 45.23%
318,601 $7.68 Million
Q1 2022

May 20, 2022
BUY
$24.54 - $25.63 $3.17 Million - $3.31 Million
129,064 Added 142.9%
219,380 $5.4 Million
Q4 2021

Feb 17, 2022
BUY
$25.61 - $25.99 $2.31 Million - $2.35 Million
90,316 New
90,316 $2.32 Million

Others Institutions Holding SUSB

# of Institutions
309
Shares Held
28M
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
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