A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 8,077 shares of SUSB stock, worth $199,178. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,077
Holding current value
$199,178
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$24.38 - $25.2 $196,917 - $203,540
8,077 New
8,077 $203,000
Q3 2021

Nov 15, 2021

SELL
$25.95 - $26.1 $317,264 - $319,098
-12,226 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$25.93 - $26.12 $78,438 - $79,013
3,025 Added 32.88%
12,226 $318,000
Q1 2021

May 13, 2021

BUY
$25.89 - $26.17 $238,213 - $240,790
9,201 New
9,201 $239,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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