Brio Consultants, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Brio Consultants, LLC

  • $636 Million
  • Q4 2024

A detailed history of Brio Consultants, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Brio Consultants, LLC holds 106,798 shares of SUSB stock, worth $2.66 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
106,798
Previous 96,206 11.01%
Holding current value
$2.66 Million
Previous $2.42 Million 8.97%
% of portfolio
0.41%
Previous 0.39%

Shares

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

Jan 24, 2025
BUY
$24.61 - $25.12 $260,669 - $266,071
10,592 Added 11.01%
106,798 $2.64 Million
Q3 2024

Oct 18, 2024
BUY
$24.38 - $25.2 $183,069 - $189,226
7,509 Added 8.47%
96,206 $2.42 Million
Q2 2024

Aug 05, 2024
BUY
$24.19 - $24.51 $280,362 - $284,070
11,590 Added 15.03%
88,697 $2.17 Million
Q1 2024

Apr 29, 2024
SELL
$24.32 - $24.57 $3,331 - $3,366
-137 Reduced 0.18%
77,107 $1.89 Million
Q4 2023

Feb 02, 2024
BUY
$23.56 - $24.48 $220,309 - $228,912
9,351 Added 13.77%
77,244 $1.89 Million
Q3 2023

Oct 27, 2023
BUY
$23.72 - $24.02 $344,248 - $348,602
14,513 Added 27.19%
67,893 $1.61 Million
Q2 2023

Aug 09, 2023
BUY
$23.84 - $24.2 $89,209 - $90,556
3,742 Added 7.54%
53,380 $1.28 Million
Q1 2023

May 04, 2023
BUY
$23.63 - $24.19 $96,599 - $98,888
4,088 Added 8.97%
49,638 $1.19 Million
Q4 2022

Feb 07, 2023
BUY
$23.19 - $23.94 $103,450 - $106,796
4,461 Added 10.86%
45,550 $1.08 Million
Q3 2022

Oct 25, 2022
BUY
$23.37 - $24.43 $960,249 - $1 Million
41,089 New
41,089 $957,000

Others Institutions Holding SUSB

# of Institutions
338
Shares Held
31.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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