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

Litman Gregory Wealth Management LLC

  • $1.13 Billion
  • Q2 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 22,760 shares of SUSB stock, worth $571,276. This represents 0.05% of its overall portfolio holdings.

Number of Shares
22,760
Previous 32,405 29.76%
Holding current value
$571,276
Previous $793,000 29.76%
% of portfolio
0.05%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
271
Shares Held
24.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

SUSB Quotes by TradingView
  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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