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

Wells Financial Advisors Inc

$71.4 Million
Q2 2025

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 $268,312. This represents 0.38% of its overall portfolio holdings.

Number of Shares

10,660

Previous 10,660 -0.0%

Holding current value

$268,312

Previous $266,000 0.75%

% of portfolio

0.38%

Previous 0.37%

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

334

Shares Held

28.5M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

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