Vsm Wealth Advisory, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 3,228 shares of SUSB stock, worth $79,893. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,228

Holding current value

$79,893

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$24.61 - $25.12 $79,441 - $81,087	3,228 New	3,228 $79.7 Million

Others Institutions Holding SUSB

# of Institutions

330

Shares Held

29.5M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

3.07M
Shares

$75.9 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.88M
Shares

$46.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.1M
Shares

$27.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

874K
Shares

$21.6 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

728K
Shares

$18 Million
0.0% of portfolio

View Full List

About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
Sector ETFs
Industry ETFs

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Vsm Wealth Advisory, LLC Ishares Tr Ishares Esg Aware 1 Transaction History