Tradition Wealth Management, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Tradition Wealth Management, LLC

  • $1.21 Billion
  • Q3 2025

A detailed history of Tradition Wealth Management, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 16,250 shares of SUSB stock, worth $409,500. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,250
Previous 16,145 0.65%
Holding current value
$409,500
Previous $406,000 1.23%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 13, 2025
BUY
$25.0 - $25.33 $2,625 - $2,659
105 Added 0.65%
16,250 $411,000
Q2 2025

Aug 12, 2025
SELL
$24.66 - $25.17 $2,564 - $2,617
-104 Reduced 0.64%
16,145 $406,000
Q1 2025

May 14, 2025
SELL
$24.6 - $24.99 $64,378 - $65,398
-2,617 Reduced 13.87%
16,249 $406,000
Q4 2024

Feb 13, 2025
SELL
$24.61 - $25.12 $46,463 - $47,426
-1,888 Reduced 9.1%
18,866 $465,000
Q3 2024

Nov 14, 2024
BUY
$24.38 - $25.2 $7,777 - $8,038
319 Added 1.56%
20,754 $522,000
Q2 2024

Aug 12, 2024
SELL
$24.19 - $24.51 $7,257 - $7,353
-300 Reduced 1.45%
20,435 $500,000
Q1 2024

May 13, 2024
BUY
$24.32 - $24.57 $7,758 - $7,837
319 Added 1.56%
20,735 $507,000
Q4 2023

Feb 12, 2024
BUY
$23.56 - $24.48 $18,117 - $18,825
769 Added 3.91%
20,416 $500,000
Q3 2023

Nov 13, 2023
BUY
$23.72 - $24.02 $9,796 - $9,920
413 Added 2.15%
19,647 $467,000
Q2 2023

Aug 14, 2023
BUY
$23.84 - $24.2 $41,696 - $42,325
1,749 Added 10.0%
19,234 $460,000
Q1 2023

May 11, 2023
BUY
$23.63 - $24.19 $13,539 - $13,860
573 Added 3.39%
17,485 $421,000
Q4 2022

Feb 03, 2023
BUY
$23.19 - $23.94 $45,521 - $46,994
1,963 Added 13.13%
16,912 $402,000
Q3 2022

Nov 14, 2022
BUY
$23.37 - $24.43 $2,313 - $2,418
99 Added 0.67%
14,949 $351,000
Q2 2022

Aug 02, 2022
SELL
$23.73 - $24.6 $8,590 - $8,905
-362 Reduced 2.38%
14,850 $358,000
Q1 2022

May 11, 2022
BUY
$24.54 - $25.63 $49,644 - $51,849
2,023 Added 15.34%
15,212 $375,000
Q4 2021

Feb 14, 2022
BUY
$25.61 - $25.99 $281,838 - $286,019
11,005 Added 503.89%
13,189 $338,000
Q3 2021

Nov 12, 2021
BUY
$25.95 - $26.1 $12,300 - $12,371
474 Added 27.72%
2,184 $57,000
Q2 2021

Aug 09, 2021
BUY
$25.93 - $26.12 $44,340 - $44,665
1,710 New
1,710 $45,000

Others Institutions Holding SUSB

# of Institutions
333
Shares Held
29.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

SUSB Quotes by TradingView
  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

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

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email