A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 60,661 shares of SUSB stock, worth $1.5 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
60,661
Previous 60,611 0.08%
Holding current value
$1.5 Million
Previous $1.48 Million 0.13%
% of portfolio
0.38%
Previous 0.39%

Shares

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

Jul 25, 2024

BUY
$24.19 - $24.51 $1,209 - $1,225
50 Added 0.08%
60,661 $1.49 Million
Q4 2023

Jan 23, 2024

SELL
$23.56 - $24.48 $5,442 - $5,654
-231 Reduced 0.38%
60,611 $1.48 Million
Q3 2023

Oct 24, 2023

BUY
$23.72 - $24.02 $73,176 - $74,101
3,085 Added 5.34%
60,842 $1.45 Million
Q2 2023

Jul 21, 2023

BUY
$23.84 - $24.2 $245,528 - $249,235
10,299 Added 21.7%
57,757 $1.38 Million
Q1 2023

May 04, 2023

BUY
$23.63 - $24.19 $402,962 - $412,512
17,053 Added 56.09%
47,458 $1.14 Million
Q4 2022

Feb 08, 2023

BUY
$23.19 - $23.94 $20,894 - $21,569
901 Added 3.05%
30,405 $722,000
Q3 2022

Oct 28, 2022

BUY
$23.37 - $24.43 $689,508 - $720,782
29,504 New
29,504 $693,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


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