Litman Gregory Wealth Management LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 11,606 shares of SUSB stock, worth $288,060. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,606

Previous 22,160 47.63%

Holding current value

$288,060

Previous $557,000 48.65%

% of portfolio

0.02%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$24.61 - $25.12 $259,733 - $265,116	-10,554 Reduced 47.63%	11,606 $286,000
Q3 2024 Oct 22, 2024	SELL	$24.38 - $25.2 $14,628 - $15,120	-600 Reduced 2.64%	22,160 $557,000
Q2 2024 Jul 30, 2024	SELL	$24.19 - $24.51 $233,312 - $236,398	-9,645 Reduced 29.76%	22,760 $557,000
Q3 2023 Oct 23, 2023	BUY	$23.72 - $24.02 $99,624 - $100,884	4,200 Added 14.89%	32,405 $770,000
Q2 2023 Aug 09, 2023	BUY	$23.84 - $24.2 $672,407 - $682,561	28,205 New	28,205 $674,000
Q4 2022 Jan 17, 2023	BUY	$23.19 - $23.94 $386,693 - $399,199	16,675 Added 149.73%	27,812 $0
Q3 2022 Oct 13, 2022	BUY	$23.37 - $24.43 $260,271 - $272,076	11,137 New	11,137 $262,000

Others Institutions Holding SUSB

# of Institutions

339

Shares Held

31.1M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
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Litman Gregory Wealth Management LLC Ishares Tr Ishares Esg Aware 1 Transaction History