A detailed history of Goepper Burkhardt LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Goepper Burkhardt LLC holds 16,500 shares of SUSB stock, worth $411,840. This represents 0.18% of its overall portfolio holdings.

Number of Shares
16,500
Previous 16,500 -0.0%
Holding current value
$411,840
Previous $403,000 0.25%
% of portfolio
0.18%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$24.32 - $24.57 $36,480 - $36,855
-1,500 Reduced 8.33%
16,500 $403,000
Q4 2023

Feb 12, 2024

SELL
$23.56 - $24.48 $23,560 - $24,480
-1,000 Reduced 5.26%
18,000 $440,000
Q3 2023

Nov 13, 2023

BUY
$23.72 - $24.02 $47,440 - $48,040
2,000 Added 11.76%
19,000 $451,000
Q1 2023

May 12, 2023

BUY
$23.63 - $24.19 $177,225 - $181,425
7,500 Added 78.95%
17,000 $409,000
Q4 2022

Feb 15, 2023

BUY
$23.19 - $23.94 $220,305 - $227,430
9,500 New
9,500 $225,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


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

Track Goepper Burkhardt LLC Portfolio

Follow Goepper Burkhardt 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 Goepper Burkhardt LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goepper Burkhardt LLC with notifications on news.