Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

SELL
$23.56 - $24.48 $20,473 - $21,273
-869 Reduced 9.51%
8,271 $202,000
Q2 2023

Aug 10, 2023

BUY
$23.84 - $24.2 $12,420 - $12,608
521 Added 6.04%
9,140 $218,000
Q1 2023

May 09, 2023

BUY
$23.63 - $24.19 $203,666 - $208,493
8,619 New
8,619 $207,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. 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 Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.