Western Wealth Management, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Western Wealth Management, LLC

$1.8 Billion
Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Western Wealth Management, LLC holds 11,433 shares of SUSB stock, worth $288,111. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,433

Previous 10,438 9.53%

Holding current value

$288,111

Previous $262,000 10.31%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$25.0 - $25.33 $24,875 - $25,203	995 Added 9.53%	11,433 $289,000
Q2 2025 Aug 08, 2025	BUY	$24.66 - $25.17 $1,183 - $1,208	48 Added 0.46%	10,438 $262,000
Q1 2025 Apr 23, 2025	BUY	$24.6 - $24.99 $38,474 - $39,084	1,564 Added 17.72%	10,390 $259,000
Q4 2024 Apr 15, 2025	BUY	$24.61 - $25.12 $217,207 - $221,709	8,826 New	8,826 $218,000
Q3 2024 Nov 12, 2024	BUY	$24.38 - $25.2 $5,826 - $6,022	239 Added 2.61%	9,384 $236,000

Q2 2024 Jul 19, 2024	SELL	$24.19 - $24.51 $14,344 - $14,534	-593 Reduced 6.09%	9,145 $223,000
Q1 2024 May 02, 2024	BUY	$24.32 - $24.57 $30,010 - $30,319	1,234 Added 14.51%	9,738 $238,000
Q4 2023 Jan 31, 2024	BUY	$23.56 - $24.48 $200,354 - $208,177	8,504 New	8,504 $208,000

Others Institutions Holding SUSB

# of Institutions

332

Shares Held

29.5M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
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Western Wealth Management, LLC Ishares Tr Ishares Esg Aware 1 Transaction History