Kelman Lazarov, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History

Kelman Lazarov, Inc.

  • $494 Million
  • Q2 2024

A detailed history of Kelman Lazarov, Inc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 10,256 shares of SUSB stock, worth $255,989. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,256
Previous 10,381 1.2%
Holding current value
$255,989
Previous $254,000 1.18%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$24.19 - $24.51 $3,023 - $3,063
-125 Reduced 1.2%
10,256 $251,000
Q1 2024

May 09, 2024
BUY
$24.32 - $24.57 $17,534 - $17,714
721 Added 7.46%
10,381 $254,000
Q4 2023

Feb 01, 2024
SELL
$23.56 - $24.48 $30,628 - $31,824
-1,300 Reduced 11.86%
9,660 $236,000
Q3 2023

Oct 30, 2023
BUY
$23.72 - $24.02 $8,539 - $8,647
360 Added 3.4%
10,960 $260,000
Q2 2023

Aug 04, 2023
BUY
$23.84 - $24.2 $14,017 - $14,229
588 Added 5.87%
10,600 $253,000
Q1 2023

May 04, 2023
BUY
$23.63 - $24.19 $3,426 - $3,507
145 Added 1.47%
10,012 $240,000
Q4 2022

Feb 06, 2023
SELL
$23.19 - $23.94 $13,937 - $14,387
-601 Reduced 5.74%
9,867 $234,000
Q2 2022

Aug 08, 2022
SELL
$23.73 - $24.6 $8,400 - $8,708
-354 Reduced 3.27%
10,468 $252,000
Q1 2022

May 10, 2022
BUY
$24.54 - $25.63 $4,711 - $4,920
192 Added 1.81%
10,822 $267,000
Q4 2021

Feb 09, 2022
BUY
$25.61 - $25.99 $2,714 - $2,754
106 Added 1.01%
10,630 $273,000
Q3 2021

Nov 04, 2021
BUY
$25.95 - $26.1 $44,867 - $45,126
1,729 Added 19.66%
10,524 $273,000
Q2 2021

Aug 10, 2021
SELL
$25.93 - $26.12 $55,282 - $55,687
-2,132 Reduced 19.51%
8,795 $229,000
Q1 2021

May 07, 2021
BUY
$25.89 - $26.17 $282,900 - $285,959
10,927 New
10,927 $284,000

Others Institutions Holding SUSB

# of Institutions
273
Shares Held
25.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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  • Ticker SUSB
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