A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 68,446 shares of SUSB stock, worth $1.69 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
68,446
Previous 87,279 21.58%
Holding current value
$1.69 Million
Previous $2.14 Million 19.42%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 16, 2024

SELL
$24.38 - $25.2 $459,148 - $474,591
-18,833 Reduced 21.58%
68,446 $1.72 Million
Q2 2024

Jul 26, 2024

SELL
$24.19 - $24.51 $101,694 - $103,040
-4,204 Reduced 4.6%
87,279 $2.14 Million
Q1 2024

Apr 17, 2024

BUY
$24.32 - $24.57 $105,597 - $106,682
4,342 Added 4.98%
91,483 $2.24 Million
Q4 2023

Jan 23, 2024

SELL
$23.56 - $24.48 $39,957 - $41,518
-1,696 Reduced 1.91%
87,141 $2.13 Million
Q3 2023

Oct 13, 2023

SELL
$23.72 - $24.02 $324,204 - $328,305
-13,668 Reduced 13.33%
88,837 $2.11 Million
Q2 2023

Aug 14, 2023

BUY
$23.84 - $24.2 $116,458 - $118,217
4,885 Added 5.0%
102,505 $2.45 Million
Q1 2023

Apr 25, 2023

BUY
$23.63 - $24.19 $22,046 - $22,569
933 Added 0.96%
97,620 $2.35 Million
Q4 2022

Jan 25, 2023

BUY
$23.19 - $23.94 $447,265 - $461,730
19,287 Added 24.92%
96,687 $0
Q3 2022

Oct 24, 2022

SELL
$23.37 - $24.43 $350,105 - $365,985
-14,981 Reduced 16.22%
77,400 $1.82 Million
Q2 2022

Aug 05, 2022

BUY
$23.73 - $24.6 $1.16 Million - $1.2 Million
48,891 Added 112.42%
92,381 $2.23 Million
Q1 2022

May 13, 2022

BUY
$24.54 - $25.63 $182,896 - $191,020
7,453 Added 20.68%
43,490 $1.07 Million
Q4 2021

Feb 14, 2022

BUY
$25.61 - $25.99 $7,657 - $7,771
299 Added 0.84%
36,037 $924,000
Q3 2021

Oct 29, 2021

BUY
$25.95 - $26.1 $50,446 - $50,738
1,944 Added 5.75%
35,738 $928,000
Q2 2021

Jul 29, 2021

BUY
$25.93 - $26.12 $876,278 - $882,699
33,794 New
33,794 $880,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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