United Capital Financial Advisers, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 67,417 shares of SUSB stock, worth $1.67 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
67,417
Previous 45,733 47.41%
Holding current value
$1.67 Million
Previous $1.12 Million 51.43%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$24.38 - $25.2 $528,655 - $546,436
21,684 Added 47.41%
67,417 $1.7 Million
Q2 2024

Aug 14, 2024
SELL
$24.19 - $24.51 $117,031 - $118,579
-4,838 Reduced 9.57%
45,733 $1.12 Million
Q1 2024

May 15, 2024
BUY
$24.32 - $24.57 $231,842 - $234,225
9,533 Added 23.23%
50,571 $1.24 Million
Q4 2023

Feb 14, 2024
SELL
$23.56 - $24.48 $9,400 - $9,767
-399 Reduced 0.96%
41,038 $1 Million
Q3 2023

Nov 14, 2023
BUY
$23.72 - $24.02 $171,116 - $173,280
7,214 Added 21.08%
41,437 $984,000
Q2 2023

Aug 14, 2023
BUY
$23.84 - $24.2 $117,960 - $119,741
4,948 Added 16.9%
34,223 $818,000
Q1 2023

Aug 14, 2023
SELL
$23.63 - $24.19 $116,921 - $119,692
-4,948 Reduced 14.46%
29,275 $704,000
Q1 2023

May 15, 2023
BUY
$23.63 - $24.19 $76,726 - $78,544
3,247 Added 12.48%
29,275 $704,000
Q4 2022

Feb 14, 2023
BUY
$23.19 - $23.94 $239,088 - $246,821
10,310 Added 65.59%
26,028 $618,000
Q3 2022

Nov 14, 2022
BUY
$23.37 - $24.43 $96,705 - $101,091
4,138 Added 35.73%
15,718 $369,000
Q2 2022

Aug 11, 2022
BUY
$23.73 - $24.6 $274,793 - $284,868
11,580 New
11,580 $279,000
Q1 2022

May 16, 2022
SELL
$24.54 - $25.63 $202,651 - $211,652
-8,258 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$25.61 - $25.99 $211,487 - $214,625
8,258 New
8,258 $212,000
Q3 2019

Nov 14, 2019
SELL
$25.21 - $25.53 $318,704 - $322,750
-12,642 Closed
0 $0
Q2 2019

Aug 13, 2019
SELL
$24.87 - $25.35 $84,856 - $86,494
-3,412 Reduced 21.25%
12,642 $320,000
Q1 2019

May 14, 2019
BUY
$24.45 - $25.06 $112,103 - $114,900
4,585 Added 39.98%
16,054 $402,000
Q4 2018

Feb 14, 2019
BUY
$24.33 - $24.52 $279,040 - $281,219
11,469 New
11,469 $280,000

Others Institutions Holding SUSB

# of Institutions
309
Shares Held
28M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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