A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 13,345 shares of SUSB stock, worth $329,221. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,345
Previous 13,214 0.99%
Holding current value
$329,221
Previous $323,000 3.72%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$24.38 - $25.2 $3,193 - $3,301
131 Added 0.99%
13,345 $335,000
Q2 2024

Aug 06, 2024

BUY
$24.19 - $24.51 $2,878 - $2,916
119 Added 0.91%
13,214 $323,000
Q1 2024

May 03, 2024

BUY
$24.32 - $24.57 $1,751 - $1,769
72 Added 0.55%
13,095 $320,000
Q4 2023

Feb 06, 2024

BUY
$23.56 - $24.48 $3,204 - $3,329
136 Added 1.06%
13,023 $318,000
Q3 2023

Oct 13, 2023

BUY
$23.72 - $24.02 $305,679 - $309,545
12,887 New
12,887 $306,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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