A detailed history of Gould Asset Management LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Gould Asset Management LLC holds 16,335 shares of SUSB stock, worth $404,617. This represents 0.09% of its overall portfolio holdings.

Number of Shares
16,335
Previous 14,180 15.2%
Holding current value
$404,617
Previous $347,000 18.16%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 12, 2024

BUY
$24.38 - $25.2 $52,538 - $54,306
2,155 Added 15.2%
16,335 $410,000
Q2 2024

Aug 05, 2024

BUY
$24.19 - $24.51 $45,356 - $45,956
1,875 Added 15.24%
14,180 $347,000
Q1 2024

May 03, 2024

BUY
$24.32 - $24.57 $33,318 - $33,660
1,370 Added 12.53%
12,305 $301,000
Q4 2023

Feb 02, 2024

SELL
$23.56 - $24.48 $1,413 - $1,468
-60 Reduced 0.55%
10,935 $267,000
Q3 2023

Oct 23, 2023

BUY
$23.72 - $24.02 $48,270 - $48,880
2,035 Added 22.71%
10,995 $261,000
Q1 2023

May 01, 2023

SELL
$23.63 - $24.19 $41,470 - $42,453
-1,755 Reduced 16.38%
8,960 $215,000
Q4 2022

Feb 08, 2023

BUY
$23.19 - $23.94 $18,783 - $19,391
810 Added 8.18%
10,715 $254,000
Q3 2022

Nov 14, 2022

BUY
$23.37 - $24.43 $231,479 - $241,979
9,905 New
9,905 $233,000
Q2 2022

Aug 10, 2022

SELL
$23.73 - $24.6 $194,230 - $201,351
-8,185 Closed
0 $0
Q1 2022

May 13, 2022

SELL
$24.54 - $25.63 $48,221 - $50,362
-1,965 Reduced 19.36%
8,185 $202,000
Q4 2021

Feb 02, 2022

BUY
$25.61 - $25.99 $259,941 - $263,798
10,150 New
10,150 $260,000
Q2 2021

Aug 05, 2021

SELL
$25.93 - $26.12 $231,943 - $233,643
-8,945 Closed
0 $0
Q1 2021

May 07, 2021

BUY
$25.89 - $26.17 $231,586 - $234,090
8,945 New
8,945 $232,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
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