Private Wealth Management Group, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Private Wealth Management Group, LLC

$301 Billion
Q2 2025

A detailed history of Private Wealth Management Group, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 17,928 shares of SUSB stock, worth $452,502. This represents 0.15% of its overall portfolio holdings.

Number of Shares

17,928

Previous 18,222 1.61%

Holding current value

$452,502

Previous $455 Million 0.9%

% of portfolio

0.15%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$24.66 - $25.17 $7,250 - $7,399	-294 Reduced 1.61%	17,928 $451 Million
Q1 2025 May 02, 2025	BUY	$24.6 - $24.99 $35,301 - $35,860	1,435 Added 8.55%	18,222 $455 Million
Q4 2024 Jan 27, 2025	BUY	$24.61 - $25.12 $492 - $502	20 Added 0.12%	16,787 $415 Million
Q3 2024 Oct 29, 2024	BUY	$24.38 - $25.2 $42,348 - $43,772	1,737 Added 11.56%	16,767 $422 Million
Q2 2024 Aug 13, 2024	SELL	$24.19 - $24.51 $2,031 - $2,058	-84 Reduced 0.56%	15,030 $368 Million
Q1 2024 Apr 30, 2024	SELL	$24.32 - $24.57 $490,923 - $495,970	-20,186 Reduced 57.18%	15,114 $370 Million
Q4 2023 Feb 08, 2024	BUY	$23.56 - $24.48 $831,668 - $864,144	35,300 New	35,300 $864 Million

Others Institutions Holding SUSB

# of Institutions

329

Shares Held

28.4M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
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Private Wealth Management Group, LLC Ishares Tr Ishares Esg Aware 1 Transaction History