A detailed history of Lex Aurum Advisors, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 20,704 shares of SUSB stock, worth $510,767. This represents 0.12% of its overall portfolio holdings.

Number of Shares
20,704
Previous 12,852 61.1%
Holding current value
$510,767
Previous $314,000 65.61%
% of portfolio
0.12%
Previous 0.08%

Shares

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

Oct 16, 2024

BUY
$24.38 - $25.2 $191,431 - $197,870
7,852 Added 61.1%
20,704 $520,000
Q2 2024

Jul 15, 2024

BUY
$24.19 - $24.51 $37,567 - $38,064
1,553 Added 13.74%
12,852 $314,000
Q1 2024

Apr 10, 2024

BUY
$24.32 - $24.57 $17,096 - $17,272
703 Added 6.63%
11,299 $276,000
Q4 2023

Jan 10, 2024

BUY
$23.56 - $24.48 $10,225 - $10,624
434 Added 4.27%
10,596 $259,000
Q3 2023

Oct 16, 2023

BUY
$23.72 - $24.02 $7,376 - $7,470
311 Added 3.16%
10,162 $241,000
Q2 2023

Jul 25, 2023

BUY
$23.84 - $24.2 $234,847 - $238,394
9,851 New
9,851 $235,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Lex Aurum Advisors, LLC Portfolio

Follow Lex Aurum Advisors, 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 Lex Aurum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lex Aurum Advisors, LLC with notifications on news.