Wells Financial Advisors Inc Ishares Tr Ishares Esg Aware 1 Transaction History

Wells Financial Advisors Inc

$72.4 Million
Q4 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Wells Financial Advisors Inc holds 10,660 shares of SUSB stock, worth $266,180. This represents 0.36% of its overall portfolio holdings.

Number of Shares

10,660

Previous 9,370 13.77%

Holding current value

$266,180

Previous $235,000 11.91%

% of portfolio

0.36%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$24.61 - $25.12 $31,746 - $32,404	1,290 Added 13.77%	10,660 $263,000
Q2 2023 Aug 07, 2023	BUY	$23.84 - $24.2 $8,344 - $8,470	350 Added 3.88%	9,370 $224,000
Q4 2022 Feb 03, 2023	BUY	$23.19 - $23.94 $70,961 - $73,256	3,060 Added 51.34%	9,020 $214,000
Q3 2022 Nov 09, 2022	BUY	$23.37 - $24.43 $139,285 - $145,602	5,960 New	5,960 $140,000
Q1 2022 Apr 25, 2022	SELL	$24.54 - $25.63 $79,558 - $83,092	-3,242 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$25.93 - $26.12 $22,040 - $22,202	850 Added 35.54%	3,242 $84,000
Q1 2021 May 12, 2021	BUY	$25.89 - $26.17 $46,602 - $47,106	1,800 Added 304.05%	2,392 $62,000
Q4 2020 Feb 11, 2021	BUY	$26.0 - $26.18 $15,392 - $15,498	592 New	592 $15,000

Others Institutions Holding SUSB

# of Institutions

338

Shares Held

31M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
Sector ETFs
Industry ETFs

More about SUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Account

Wells Financial Advisors Inc Ishares Tr Ishares Esg Aware 1 Transaction History