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

Wells Financial Advisors Inc

  • $148 Million
  • Q2 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 9,370 shares of SUSB stock, worth $236,030. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,370
Previous 9,370 -0.0%
Holding current value
$236,030
Previous $229,000 -0.0%
% of portfolio
0.15%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
270
Shares Held
24.9M
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
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More about SUSB
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