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

Aprio Wealth Management, LLC

$631 Million
Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 30,834 shares of SUSB stock, worth $769,308. This represents 0.12% of its overall portfolio holdings.

Number of Shares

30,834

Previous 30,389 1.46%

Holding current value

$769,308

Previous $764,000 0.39%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$24.61 - $25.12 $10,951 - $11,178	445 Added 1.46%	30,834 $761,000
Q3 2024 Oct 07, 2024	BUY	$24.38 - $25.2 $975 - $1,008	40 Added 0.13%	30,389 $764,000
Q2 2024 Jul 10, 2024	SELL	$24.19 - $24.51 $235,344 - $238,457	-9,729 Reduced 24.28%	30,349 $743,000
Q1 2024 Apr 10, 2024	SELL	$24.32 - $24.57 $550,653 - $556,313	-22,642 Reduced 36.1%	40,078 $981,000
Q4 2023 Jan 17, 2024	BUY	$23.56 - $24.48 $994,349 - $1.03 Million	42,205 Added 205.73%	62,720 $1.54 Million
Q3 2023 Oct 10, 2023	BUY	$23.72 - $24.02 $18,691 - $18,927	788 Added 3.99%	20,515 $487,000
Q2 2023 Jul 13, 2023	BUY	$23.84 - $24.2 $17,403 - $17,666	730 Added 3.84%	19,727 $471,000
Q1 2023 Apr 14, 2023	BUY	$23.63 - $24.19 $448,899 - $459,537	18,997 New	18,997 $457,000

Others Institutions Holding SUSB

# of Institutions

338

Shares Held

31.1M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

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