Wealth Shield Partners, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 814 shares of SUSB stock, worth $20,162. This represents 0.0% of its overall portfolio holdings.

Number of Shares

814

Previous 814 -0.0%

Holding current value

$20,162

Previous $19,000 5.26%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$24.19 - $24.51 $3,023 - $3,063	-125 Reduced 13.31%	814 $19,000
Q1 2024 Apr 29, 2024	SELL	$24.32 - $24.57 $53,625 - $54,176	-2,205 Reduced 70.13%	939 $22,000
Q4 2023 Jan 23, 2024	SELL	$23.56 - $24.48 $10,602 - $11,016	-450 Reduced 12.52%	3,144 $76,000
Q3 2023 Oct 25, 2023	SELL	$23.72 - $24.02 $545 - $552	-23 Reduced 0.64%	3,594 $85,000
Q2 2023 Aug 03, 2023	BUY	$23.84 - $24.2 $14,304 - $14,520	600 Added 19.89%	3,617 $86,000
Q1 2023 May 08, 2023	BUY	$23.63 - $24.19 $71,291 - $72,981	3,017 New	3,017 $72,000
Q3 2021 Nov 12, 2021	SELL	$25.95 - $26.1 $57,790 - $58,124	-2,227 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$25.93 - $26.12 $36,690 - $36,959	1,415 Added 174.26%	2,227 $58,000
Q1 2021 May 17, 2021	BUY	$25.89 - $26.17 $21,022 - $21,250	812 New	812 $21,000

Others Institutions Holding SUSB

# of Institutions

309

Shares Held

28M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

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Wealth Shield Partners, LLC Ishares Tr Ishares Esg Aware 1 Transaction History