Institute For Wealth Management, Llc. Ishares Tr Ishares Esg Aware 1 Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 18,273 shares of SUSB stock, worth $461,027. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,273
Previous 15,576 17.32%
Holding current value
$461,027
Previous $392,000 17.86%
% of portfolio
0.05%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$25.0 - $25.33 $67,425 - $68,315
2,697 Added 17.32%
18,273 $462,000
Q2 2025

Jul 18, 2025
BUY
$24.66 - $25.17 $75,656 - $77,221
3,068 Added 24.53%
15,576 $392,000
Q1 2025

Apr 21, 2025
BUY
$24.6 - $24.99 $40,811 - $41,458
1,659 Added 15.29%
12,508 $312,000
Q4 2024

Jan 23, 2025
BUY
$24.61 - $25.12 $53,502 - $54,610
2,174 Added 25.06%
10,849 $267,000
Q3 2024

Nov 12, 2024
BUY
$24.38 - $25.2 $211,496 - $218,610
8,675 New
8,675 $218,000
Q1 2020

Apr 29, 2020
SELL
$22.42 - $25.84 $448,848 - $517,316
-20,020 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$25.31 - $25.53 $493,823 - $498,115
19,511 Added 3833.2%
20,020 $509,000
Q4 2019

Jan 27, 2020
SELL
$25.31 - $25.53 $493,823 - $498,115
-19,511 Reduced 97.46%
509 $509,000
Q1 2019

May 15, 2019
BUY
$24.45 - $25.06 $489,489 - $501,701
20,020 New
20,020 $501,000

Others Institutions Holding SUSB

# of Institutions
333
Shares Held
29M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

SUSB Quotes by TradingView
  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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