Wfa Of San Diego, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 5,501 shares of SUSB stock, worth $139,505. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,501
Previous 5,126 7.32%
Holding current value
$139,505
Previous $128,000 7.81%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.66 - $25.17 $9,247 - $9,438
375 Added 7.32%
5,501 $138,000
Q2 2024

Aug 14, 2024
BUY
$24.19 - $24.51 $15,360 - $15,563
635 Added 14.14%
5,126 $125,000
Q2 2023

Aug 10, 2023
BUY
$23.84 - $24.2 $107,065 - $108,682
4,491 New
4,491 $107,000
Q4 2022

Jan 31, 2023
BUY
$23.19 - $23.94 $102,963 - $106,293
4,440 New
4,440 $105,000

Others Institutions Holding SUSB

# of Institutions
329
Shares Held
28.3M
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
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Wfa Of San Diego, LLC Portfolio

Follow Wfa Of San Diego, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email