Sage View Advisory Group, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 31,107 shares of SUSB stock, worth $782,029. This represents 0.03% of its overall portfolio holdings.

Number of Shares

31,107

Previous 48,149 35.39%

Holding current value

$782,029

Previous $1.19 Billion 34.64%

% of portfolio

0.03%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$24.6 - $24.99 $419,233 - $425,879	-17,042 Reduced 35.39%	31,107 $777 Million
Q4 2024 Feb 13, 2025	BUY	$24.61 - $25.12 $11,172 - $11,404	454 Added 0.95%	48,149 $1.19 Billion
Q3 2024 Nov 14, 2024	SELL	$24.38 - $25.2 $20,527 - $21,218	-842 Reduced 1.73%	47,695 $1.2 Billion
Q2 2024 Aug 14, 2024	BUY	$24.19 - $24.51 $1.17 Million - $1.19 Million	48,537 New	48,537 $1.19 Billion
Q4 2023 Feb 09, 2024	BUY	$23.56 - $24.48 $257,228 - $267,272	10,918 Added 18.4%	70,257 $1.72 Billion
Q3 2023 Nov 02, 2023	BUY	$23.72 - $24.02 $67,507 - $68,360	2,846 Added 5.04%	59,339 $1.41 Billion
Q2 2023 Aug 11, 2023	SELL	$23.84 - $24.2 $64,344 - $65,315	-2,699 Reduced 4.56%	56,493 $1.35 Billion
Q1 2023 May 01, 2023	BUY	$23.63 - $24.19 $5,127 - $5,249	217 Added 0.37%	59,192 $1.42 Billion
Q4 2022 Feb 14, 2023	BUY	$23.19 - $23.94 $1.37 Million - $1.41 Million	58,975 New	58,975 $1.4 Billion

Others Institutions Holding SUSB

# of Institutions

332

Shares Held

28.7M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

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Sage View Advisory Group, LLC Ishares Tr Ishares Esg Aware 1 Transaction History