Destination Wealth Management Ishares Tr Ishares Esg Aware 1 Transaction History

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024

A detailed history of Destination Wealth Management transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Destination Wealth Management holds 334,971 shares of SUSB stock, worth $8.36 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
334,971
Previous 325,644 2.86%
Holding current value
$8.36 Million
Previous $8.19 Million 0.98%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Feb 06, 2025
BUY
$24.61 - $25.12 $229,537 - $234,294
9,327 Added 2.86%
334,971 $8.27 Million
Q3 2024

Nov 25, 2024
BUY
$24.38 - $25.2 $115,658 - $119,548
4,744 Added 1.48%
325,644 $8.19 Million
Q2 2024

Jul 24, 2024
SELL
$24.19 - $24.51 $250,826 - $254,144
-10,369 Reduced 3.13%
320,900 $7.86 Million
Q1 2024

May 14, 2024
BUY
$24.32 - $24.57 $82,615 - $83,464
3,397 Added 1.04%
331,269 $8.11 Million
Q4 2023

Feb 13, 2024
SELL
$23.56 - $24.48 $385,582 - $400,639
-16,366 Reduced 4.75%
327,872 $8.03 Million
Q3 2023

Nov 14, 2023
BUY
$23.72 - $24.02 $202,545 - $205,106
8,539 Added 2.54%
344,238 $8.18 Million
Q2 2023

Aug 11, 2023
SELL
$23.84 - $24.2 $70,375 - $71,438
-2,952 Reduced 0.87%
335,699 $8.03 Million
Q1 2023

May 05, 2023
BUY
$23.63 - $24.19 $348,826 - $357,092
14,762 Added 4.56%
338,651 $8.15 Million
Q4 2022

Feb 10, 2023
BUY
$23.19 - $23.94 $92,875 - $95,879
4,005 Added 1.25%
323,889 $7.7 Million
Q3 2022

Nov 10, 2022
BUY
$23.37 - $24.43 $448,213 - $468,542
19,179 Added 6.38%
319,884 $7.51 Million
Q2 2022

Jul 29, 2022
BUY
$23.73 - $24.6 $3.42 Million - $3.55 Million
144,288 Added 92.25%
300,705 $7.24 Million
Q1 2022

May 12, 2022
BUY
$24.54 - $25.63 $3.84 Million - $4.01 Million
156,417 New
156,417 $3.85 Million

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

SUSB Quotes by TradingView
  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email