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 $460,479. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,273
Previous 15,576 17.32%
Holding current value
$460,479
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
332
Shares Held
29.5M
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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email