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

Litman Gregory Wealth Management LLC

$1.16 Billion
Q1 2025

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 $290,614. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,606

Previous 11,606 -0.0%

Holding current value

$290,614

Previous $286,000 1.4%

% of portfolio

0.02%

Previous 0.02%

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

330

Shares Held

28.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
Sector ETFs
Industry ETFs

More about SUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Account

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