A detailed history of Presilium Private Wealth, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Presilium Private Wealth, LLC holds 20,345 shares of SUSB stock, worth $501,911. This represents 0.12% of its overall portfolio holdings.

Number of Shares
20,345
Previous 20,134 1.05%
Holding current value
$501,911
Previous $493 Million 3.81%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$24.38 - $25.2 $5,144 - $5,317
211 Added 1.05%
20,345 $512 Million
Q2 2024

Jul 15, 2024

BUY
$24.19 - $24.51 $11,393 - $11,544
471 Added 2.4%
20,134 $493 Million
Q1 2024

May 01, 2024

BUY
$24.32 - $24.57 $85,946 - $86,830
3,534 Added 21.91%
19,663 $481 Million
Q4 2023

Jan 10, 2024

SELL
$23.56 - $24.48 $47,002 - $48,837
-1,995 Reduced 11.01%
16,129 $395 Million
Q3 2023

Oct 10, 2023

BUY
$23.72 - $24.02 $429,901 - $435,338
18,124 New
18,124 $431 Million

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Presilium Private Wealth, LLC Portfolio

Follow Presilium Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Presilium Private Wealth, LLC with notifications on news.