Willow Creek Wealth Management Inc. Ishares Tr Ishares Esg Aware 1 Transaction History

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 45,591 shares of SUSB stock, worth $1.14 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
45,591
Previous 42,631 6.94%
Holding current value
$1.14 Million
Previous $1.04 Million 7.96%
% of portfolio
0.12%
Previous 0.13%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$24.61 - $25.12 $72,845 - $74,355
2,960 Added 6.94%
45,591 $1.13 Million
Q4 2023

Apr 01, 2024
SELL
$23.56 - $24.48 $6,620 - $6,878
-281 Reduced 0.65%
42,631 $1.04 Million
Q3 2023

Nov 20, 2023
BUY
$23.72 - $24.02 $205,842 - $208,445
8,678 Added 25.35%
42,912 $1.02 Million
Q2 2023

Aug 28, 2023
SELL
$23.84 - $24.2 $125,708 - $127,606
-5,273 Reduced 13.35%
34,234 $818,000
Q1 2023

Apr 24, 2023
BUY
$23.63 - $24.19 $143,197 - $146,591
6,060 Added 18.12%
39,507 $950,000
Q4 2022

Mar 01, 2023
SELL
$23.19 - $23.94 $250,591 - $258,695
-10,806 Reduced 24.42%
33,447 $795,000
Q3 2022

Oct 31, 2022
SELL
$23.37 - $24.43 $63,426 - $66,303
-2,714 Reduced 5.78%
44,253 $1.04 Million
Q2 2022

Aug 16, 2022
SELL
$23.73 - $24.6 $15,756 - $16,334
-664 Reduced 1.39%
46,967 $1.13 Million
Q1 2022

May 02, 2022
BUY
$24.54 - $25.63 $568,739 - $594,000
23,176 Added 94.77%
47,631 $1.17 Million
Q4 2021

Mar 24, 2022
BUY
$25.61 - $25.99 $124,387 - $126,233
4,857 Added 24.78%
24,455 $627,000
Q3 2021

Nov 15, 2021
BUY
$25.95 - $26.1 $101,775 - $102,364
3,922 Added 25.02%
19,598 $509,000
Q2 2021

Nov 16, 2021
BUY
$25.93 - $26.12 $21,521 - $21,679
830 Added 5.59%
15,676 $408,000
Q1 2021

May 17, 2021
BUY
$25.89 - $26.17 $10,899 - $11,017
421 Added 2.92%
14,846 $386,000
Q4 2020

Feb 23, 2021
BUY
$26.0 - $26.18 $13,598 - $13,692
523 Added 3.76%
14,425 $378,000
Q3 2020

Nov 12, 2020
BUY
$25.99 - $26.18 $361,312 - $363,954
13,902 New
13,902 $363,000

Others Institutions Holding SUSB

# of Institutions
329
Shares Held
28.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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