Acorn Financial Advisory Services Inc Ishares Tr Ishares Esg Aware 1 Transaction History

Acorn Financial Advisory Services Inc

$508 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 17, 2024	SELL	$23.56 - $24.48 $3,298 - $3,427	-140 Reduced 0.86%	16,120 $394,000
Q3 2023 Oct 10, 2023	SELL	$23.72 - $24.02 $218,390 - $221,152	-9,207 Reduced 36.15%	16,260 $386,000
Q1 2023 Apr 26, 2023	SELL	$23.63 - $24.19 $2,481 - $2,539	-105 Reduced 0.41%	25,467 $612,000
Q4 2022 Jan 20, 2023	SELL	$23.19 - $23.94 $20,337 - $20,995	-877 Reduced 3.32%	25,572 $0
Q3 2022 Oct 12, 2022	SELL	$23.37 - $24.43 $12,222 - $12,776	-523 Reduced 1.94%	26,449 $621,000
Q2 2022 Jul 12, 2022	SELL	$23.73 - $24.6 $242,947 - $251,854	-10,238 Reduced 27.51%	26,972 $650,000
Q1 2022 Apr 18, 2022	SELL	$24.54 - $25.63 $64,785 - $67,663	-2,640 Reduced 6.62%	37,210 $916,000
Q4 2021 Jan 31, 2022	BUY	$25.61 - $25.99 $24,867 - $25,236	971 Added 2.5%	39,850 $1.02 Million
Q3 2021 Nov 15, 2021	BUY	$25.95 - $26.1 $38,016 - $38,236	1,465 Added 3.92%	38,879 $1.01 Million
Q2 2021 Jul 23, 2021	BUY	$25.93 - $26.12 $89,614 - $90,270	3,456 Added 10.18%	37,414 $974,000
Q1 2021 Apr 12, 2021	BUY	$25.89 - $26.17 $531,469 - $537,217	20,528 Added 152.85%	33,958 $882,000
Q4 2020 Jan 25, 2021	BUY	$26.0 - $26.18 $349,180 - $351,597	13,430 New	13,430 $352,000

Others Institutions Holding SUSB

# of Institutions

310

Shares Held

28M

Call Options Held

0

Put Options Held

0

About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
Sector ETFs
Industry ETFs

More about SUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.