Verity Wealth Advisors Ishares Tr Ishares Esg Aware 1 Transaction History

Verity Wealth Advisors

  • $142 Million
  • Q3 2024

A detailed history of Verity Wealth Advisors transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Verity Wealth Advisors holds 25,716 shares of SUSB stock, worth $634,156. This represents 0.46% of its overall portfolio holdings.

Number of Shares
25,716
Previous 25,716 -0.0%
Holding current value
$634,156
Previous $629,000 2.86%
% of portfolio
0.46%
Previous 0.47%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 04, 2024
SELL
$23.56 - $24.48 $46,672 - $48,494
-1,981 Reduced 7.15%
25,716 $629,000
Q3 2023

Oct 26, 2023
BUY
$23.72 - $24.02 $44,617 - $45,181
1,881 Added 7.29%
27,697 $658,000
Q2 2022

Jul 12, 2022
BUY
$23.73 - $24.6 $358,512 - $371,656
15,108 Added 141.09%
25,816 $622,000
Q1 2022

Apr 11, 2022
BUY
$24.54 - $25.63 $48,613 - $50,773
1,981 Added 22.7%
10,708 $264,000
Q2 2021

Aug 03, 2021
BUY
$25.93 - $26.12 $226,291 - $227,949
8,727 New
8,727 $227,000

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
Track This Portfolio

Track Verity Wealth Advisors Portfolio

Follow Verity Wealth Advisors 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 Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email