Martel Wealth Advisors Inc Ishares Tr Ishares Esg Aware 1 Transaction History

Martel Wealth Advisors Inc

  • $512 Billion
  • Q4 2024

A detailed history of Martel Wealth Advisors Inc transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 8,267 shares of SUSB stock, worth $205,517. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,267
Previous 8,024 3.03%
Holding current value
$205,517
Previous $200 Million 1.96%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$24.61 - $25.12 $5,980 - $6,104
243 Added 3.03%
8,267 $204 Million
Q3 2024

Oct 09, 2024
BUY
$24.38 - $25.2 $195,625 - $202,204
8,024 New
8,024 $200 Million
Q1 2024

Oct 09, 2024
SELL
$24.32 - $24.57 $209,760 - $211,916
-8,625 Closed
0 $0
Q4 2023

Oct 09, 2024
BUY
$23.56 - $24.48 $203,205 - $211,140
8,625 New
8,625 $211 Million

Others Institutions Holding SUSB

# of Institutions
337
Shares Held
31M
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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