Financial Gravity Asset Management, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History

Financial Gravity Asset Management, Inc.

$459 Billion
Q1 2025

A detailed history of Financial Gravity Asset Management, Inc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 4,885 shares of SUSB stock, worth $123,883. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,885

Previous 10,030 51.3%

Holding current value

$123,883

Previous $246 Million 50.3%

% of portfolio

0.03%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$24.6 - $24.99 $126,567 - $128,573	-5,145 Reduced 51.3%	4,885 $122 Million
Q2 2024 Aug 06, 2024	BUY	$24.19 - $24.51 $39,478 - $40,000	1,632 Added 19.43%	10,030 $246 Million
Q1 2024 May 13, 2024	SELL	$24.32 - $24.57 $167,783 - $169,508	-6,899 Reduced 42.52%	9,327 $228 Million
Q4 2023 Jun 26, 2024	SELL	$23.56 - $24.48 $21,887 - $22,741	-929 Reduced 9.96%	8,398 $206 Million
Q3 2023 Nov 15, 2023	BUY	$23.72 - $24.02 $349,751 - $354,174	14,745 Added 995.61%	16,226 $385,000
Q2 2023 Aug 08, 2023	BUY	$23.84 - $24.2 $1,859 - $1,887	78 Added 5.56%	1,481 $35,000
Q1 2023 May 12, 2023	BUY	$23.63 - $24.19 $33,152 - $33,938	1,403 New	1,403 $34,000

Others Institutions Holding SUSB

# of Institutions

330

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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Financial Gravity Asset Management, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History