Essential Planning, Llc. Ishares Tr Ishares Esg Aware 1 Transaction History

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024

A detailed history of Essential Planning, Llc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Essential Planning, Llc. holds 446,935 shares of SUSB stock, worth $11.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
446,935
Holding current value
$11.1 Million
% of portfolio
0.07%

Shares

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

Feb 07, 2025
BUY
$24.61 - $25.12 $11 Million - $11.2 Million
446,935 New
446,935 $11 Million
Q4 2023

Feb 13, 2024
SELL
$23.56 - $24.48 $20,473 - $21,273
-869 Reduced 9.51%
8,271 $202,000
Q2 2023

Aug 10, 2023
BUY
$23.84 - $24.2 $12,420 - $12,608
521 Added 6.04%
9,140 $218,000
Q1 2023

May 09, 2023
BUY
$23.63 - $24.19 $203,666 - $208,493
8,619 New
8,619 $207,000

Others Institutions Holding SUSB

# of Institutions
326
Shares Held
28.8M
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
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