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

Private Wealth Management Group, LLC

$271 Billion
Q1 2025

A detailed history of Private Wealth Management Group, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 46,580 shares of SUSC stock, worth $1.07 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

46,580

Previous 49,016 4.97%

Holding current value

$1.07 Million

Previous $1.11 Billion 3.55%

% of portfolio

0.4%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$22.42 - $23.22 $54,615 - $56,563	-2,436 Reduced 4.97%	46,580 $1.07 Billion
Q4 2024 Jan 27, 2025	BUY	$22.65 - $23.8 $17,780 - $18,683	785 Added 1.63%	49,016 $1.11 Billion
Q3 2024 Oct 29, 2024	BUY	$22.51 - $23.92 $72,122 - $76,639	3,204 Added 7.12%	48,231 $1.15 Billion
Q2 2024 Aug 13, 2024	BUY	$22.25 - $22.94 $64,013 - $65,998	2,877 Added 6.83%	45,027 $1.02 Billion
Q1 2024 Apr 30, 2024	BUY	$22.66 - $23.29 $319,370 - $328,249	14,094 Added 50.24%	42,150 $969 Million
Q4 2023 Feb 08, 2024	BUY	$21.11 - $23.38 $592,262 - $655,949	28,056 New	28,056 $653 Million

Others Institutions Holding SUSC

# of Institutions

281

Shares Held

40.4M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
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Private Wealth Management Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History