A detailed history of Sofi Wealth, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Sofi Wealth, LLC holds 1,414 shares of SUSB stock, worth $35,859. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,414
Previous 1,139 24.14%
Holding current value
$35,859
Previous $28,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

BUY
$25.0 - $25.33 $6,875 - $6,965
275 Added 24.14%
1,414 $35,000
Q2 2025

Aug 11, 2025

BUY
$24.66 - $25.17 $12,847 - $13,113
521 Added 84.3%
1,139 $28,000
Q1 2025

Apr 21, 2025

BUY
$24.6 - $24.99 $13,874 - $14,094
564 Added 1044.44%
618 $15,000
Q4 2024

Feb 04, 2025

BUY
$24.61 - $25.12 $1,328 - $1,356
54 New
54 $1,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


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

Track Sofi Wealth, LLC Portfolio

Follow Sofi 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 Sofi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sofi Wealth, LLC with notifications on news.