Financial Advocates Investment Management Ishares Tr Ishares Esg Aware 1 Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Financial Advocates Investment Management holds 16,303 shares of SUSB stock, worth $404,314. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,303

Previous 15,506 5.14%

Holding current value

$404,314

Previous $390,000 3.08%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$24.61 - $25.12 $19,614 - $20,020	797 Added 5.14%	16,303 $402,000
Q3 2024 Oct 25, 2024	BUY	$24.38 - $25.2 $9,678 - $10,004	397 Added 2.63%	15,506 $390,000
Q1 2024 May 01, 2024	BUY	$24.32 - $24.57 $24 - $24	1 Added 0.01%	15,109 $369,000
Q4 2023 Feb 08, 2024	BUY	$23.56 - $24.48 $355,944 - $369,843	15,108 New	15,108 $369,000
Q4 2022 Feb 14, 2023	BUY	$23.19 - $23.94 $1.63 Million - $1.68 Million	70,100 New	70,100 $1.67 Million
Q1 2022 May 11, 2022	SELL	$24.54 - $25.63 $220,271 - $230,054	-8,976 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$25.61 - $25.99 $229,875 - $233,286	8,976 New	8,976 $948,000

Others Institutions Holding SUSB

# of Institutions

326

Shares Held

28.8M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
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Financial Advocates Investment Management Ishares Tr Ishares Esg Aware 1 Transaction History