Valeo Financial Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 42,483 shares of SUSB stock, worth $1.05 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
42,483
Previous 40,282 5.46%
Holding current value
$1.05 Million
Previous $986,000 8.32%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 10, 2024
BUY
$24.38 - $25.2 $53,660 - $55,465
2,201 Added 5.46%
42,483 $1.07 Million
Q1 2024

Apr 25, 2024
BUY
$24.32 - $24.57 $29,013 - $29,312
1,193 Added 3.05%
40,282 $986,000
Q3 2023

Oct 19, 2023
BUY
$23.72 - $24.02 $49,432 - $50,057
2,084 Added 5.63%
39,089 $929,000
Q2 2023

Jul 14, 2023
SELL
$23.84 - $24.2 $1,835 - $1,863
-77 Reduced 0.21%
37,005 $884,000
Q1 2023

Apr 17, 2023
BUY
$23.63 - $24.19 $876,247 - $897,013
37,082 New
37,082 $892,000

Others Institutions Holding SUSB

# of Institutions
310
Shares Held
28M
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
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