Ifp Advisors, Inc Ishares Tr Ishares Esg Aware 1 Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Ifp Advisors, Inc holds 218 shares of SUSB stock, worth $5,471. This represents 0.0% of its overall portfolio holdings.

Number of Shares

218

Previous 707 69.17%

Holding current value

$5,471

Previous $17,000 70.59%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$24.66 - $25.17 $12,058 - $12,308	-489 Reduced 69.17%	218 $5,000
Q1 2025 May 05, 2025	BUY	$24.6 - $24.99 $12,718 - $12,919	517 Added 272.11%	707 $17,000
Q4 2024 Feb 04, 2025	BUY	$24.61 - $25.12 $4,675 - $4,772	190 New	190 $4,000
Q2 2023 Aug 04, 2023	SELL	$23.84 - $24.2 $67,777 - $68,800	-2,843 Reduced 47.69%	3,118 $74,000
Q1 2023 Apr 18, 2023	SELL	$23.63 - $24.19 $524,751 - $537,187	-22,207 Reduced 78.84%	5,961 $143,000
Q4 2022 Feb 07, 2023	BUY	$23.19 - $23.94 $3,292 - $3,399	142 Added 0.51%	28,168 $689,000
Q3 2022 Nov 08, 2022	SELL	$23.37 - $24.43 $2,944 - $3,078	-126 Reduced 0.45%	28,026 $686,000
Q2 2022 Sep 06, 2022	BUY	$23.73 - $24.6 $668,046 - $692,539	28,152 New	28,152 $689,000
Q2 2022 Aug 12, 2022	SELL	$23.73 - $24.6 $668,046 - $692,539	-28,152 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$24.54 - $25.63 $637,671 - $665,995	25,985 Added 1199.12%	28,152 $693,000
Q4 2021 Jan 12, 2022	BUY	$25.61 - $25.99 $819 - $831	32 Added 1.5%	2,167 $55,000
Q3 2021 Oct 06, 2021	BUY	$25.95 - $26.1 $4,541 - $4,567	175 Added 8.93%	2,135 $55,000
Q1 2021 Apr 30, 2021	BUY	$25.89 - $26.17 $50,744 - $51,293	1,960 New	1,960 $50,000
Q4 2020 Jan 25, 2021	BUY	$26.0 - $26.18 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	SELL	$25.99 - $26.18 $1,455 - $1,466	-56 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$24.71 - $26.01 $1,383 - $1,456	56 New	56 $1,000

Others Institutions Holding SUSB

# of Institutions

335

Shares Held

28.9M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

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