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

Private Wealth Management Group, LLC

$363 Billion
Q3 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 18,923 shares of SUSB stock, worth $476,859. This represents 0.13% of its overall portfolio holdings.

Number of Shares

18,923

Previous 17,928 5.55%

Holding current value

$476,859

Previous $451 Million 6.14%

% of portfolio

0.13%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$25.0 - $25.33 $24,875 - $25,203	995 Added 5.55%	18,923 $479 Million
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

334

Shares Held

29.4M

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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Account

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