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

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

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 10,849 shares of SUSB stock, worth $269,163. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,849
Previous 8,675 25.06%
Holding current value
$269,163
Previous $218,000 22.48%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
337
Shares Held
31M
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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