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

Institute For Wealth Management, Llc.

$763 Million
Q1 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 12,508 shares of SUSB stock, worth $312,574. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,508

Previous 10,849 15.29%

Holding current value

$312,574

Previous $267,000 16.85%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

329

Shares Held

28.4M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

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