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

Marshall Financial Group LLC

$458 Million
Q3 2025

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 12,717 shares of SUSB stock, worth $322,503. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,717

Previous 13,831 8.05%

Holding current value

$322,503

Previous $348,000 7.76%

% of portfolio

0.07%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	$25.0 - $25.33 $27,850 - $28,217	-1,114 Reduced 8.05%	12,717 $321,000
Q2 2025 Jul 10, 2025	SELL	$24.66 - $25.17 $10,184 - $10,395	-413 Reduced 2.9%	13,831 $348,000
Q1 2025 Apr 16, 2025	SELL	$24.6 - $24.99 $3,419 - $3,473	-139 Reduced 0.97%	14,244 $355,000
Q4 2024 Jan 21, 2025	SELL	$24.61 - $25.12 $17,793 - $18,161	-723 Reduced 4.79%	14,383 $355,000
Q3 2024 Oct 16, 2024	BUY	$24.38 - $25.2 $2,779 - $2,872	114 Added 0.76%	15,106 $380,000
Q2 2024 Jul 19, 2024	BUY	$24.19 - $24.51 $27,407 - $27,769	1,133 Added 8.18%	14,992 $367,000
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	$23.19 - $23.94 $44,965 - $46,419	-1,939 Reduced 15.43%	10,624 $252,000
Q3 2022 Oct 12, 2022	BUY	$23.37 - $24.43 $1,051 - $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

329

Shares Held

28.3M

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 Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.

Account

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