Modera Wealth Management, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Modera Wealth Management, LLC holds 497,791 shares of SUSB stock, worth $12.5 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
497,791
Previous 498,663 0.17%
Holding current value
$12.5 Million
Previous $12.5 Million 0.55%
% of portfolio
0.16%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$24.66 - $25.17 $21,503 - $21,948
-872 Reduced 0.17%
497,791 $12.5 Million
Q1 2025

May 08, 2025
BUY
$24.6 - $24.99 $4,551 - $4,623
185 Added 0.04%
498,663 $12.5 Million
Q4 2024

Feb 05, 2025
BUY
$24.61 - $25.12 $26,061 - $26,602
1,059 Added 0.21%
498,478 $12.3 Million
Q3 2024

Oct 24, 2024
BUY
$24.38 - $25.2 $1.82 Million - $1.88 Million
74,689 Added 17.67%
497,419 $12.5 Million
Q2 2024

Jul 29, 2024
SELL
$24.19 - $24.51 $497,225 - $503,803
-20,555 Reduced 4.64%
422,730 $10.4 Million
Q1 2024

May 14, 2024
BUY
$24.32 - $24.57 $285,978 - $288,918
11,759 Added 2.72%
443,285 $10.9 Million
Q4 2023

Feb 14, 2024
BUY
$23.56 - $24.48 $534,034 - $554,888
22,667 Added 5.54%
431,526 $10.6 Million
Q3 2023

Nov 30, 2023
BUY
$23.72 - $24.02 $9.7 Million - $9.82 Million
408,859 New
408,859 $9.72 Million
Q2 2023

Aug 07, 2023
BUY
$23.84 - $24.2 $9.18 Million - $9.32 Million
385,047 Added 2534.04%
400,242 $9.57 Million
Q1 2023

May 05, 2023
SELL
$23.63 - $24.19 $23,393 - $23,948
-990 Reduced 6.12%
15,195 $365,000
Q4 2022

Feb 07, 2023
BUY
$23.19 - $23.94 $112,981 - $116,635
4,872 Added 43.07%
16,185 $384,000
Q4 2021

Feb 04, 2022
BUY
$25.61 - $25.99 $289,725 - $294,024
11,313 New
11,313 $290,000

Others Institutions Holding SUSB

# of Institutions
334
Shares Held
28.7M
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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