Financial Plan, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History

Financial Plan, Inc.

$871 Billion
Q4 2025

A detailed history of Financial Plan, Inc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Financial Plan, Inc. holds 12,305 shares of SUSB stock, worth $310,086. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,305

Holding current value

$310,086

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 27, 2026	BUY	$25.18 - $25.37 $309,839 - $312,177	12,305 New	12,305 $311 Million

Others Institutions Holding SUSB

# of Institutions

334

Shares Held

29.5M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

3.17M
Shares

$80 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.21M
Shares

$30.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.03M
Shares

$25.9 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

977K
Shares

$24.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$20.5 Million
0.0% of portfolio

View Full List

About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
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Financial Plan, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History