Marshall Financial Group LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Marshall Financial Group LLC

$344 Million
Q1 2024

A detailed history of Marshall Financial Group LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Marshall Financial Group LLC holds 13,859 shares of SUSB stock, worth $339,268. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,859

Previous 13,881 0.16%

Holding current value

$339,268

Previous $339,000 -0.0%

% of portfolio

0.1%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$24.32 - $24.57 $535 - $540	-22 Reduced 0.16%	13,859 $339,000
Q4 2023 Jan 10, 2024	SELL	$23.56 - $24.48 $2,379 - $2,472	-101 Reduced 0.72%	13,881 $339,000
Q3 2023 Oct 19, 2023	SELL	$23.72 - $24.02 $2,182 - $2,209	-92 Reduced 0.65%	13,982 $332,000
Q2 2023 Jul 17, 2023	BUY	$23.84 - $24.2 $58,026 - $58,902	2,434 Added 20.91%	14,074 $336,000
Q1 2023 Apr 18, 2023	BUY	$23.63 - $24.19 $24,008 - $24,577	1,016 Added 9.56%	11,640 $280,000

Q4 2022 Feb 01, 2023	SELL	$23.32 - $23.94 $45,217 - $46,419	-1,939 Reduced 15.43%	10,624 $252,000
Q3 2022 Oct 12, 2022	BUY	$23.57 - $24.43 $1,060 - $1,099	45 Added 0.36%	12,563 $295,000
Q2 2022 Jul 25, 2022	BUY	$23.73 - $24.6 $77,336 - $80,171	3,259 Added 35.2%	12,518 $302,000
Q1 2022 May 10, 2022	BUY	$24.54 - $25.63 $227,215 - $237,308	9,259 New	9,259 $228,000

Others Institutions Holding SUSB

# of Institutions

270

Shares Held

24.4M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
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Marshall Financial Group LLC Ishares Tr Ishares Esg Aware 1 Transaction History