A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 12,471 shares of SUSB stock, worth $307,410. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,471
Previous 22,751 45.18%
Holding current value
$307,410
Previous $540,000 44.44%
% of portfolio
0.2%
Previous 0.37%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

SELL
$23.63 - $24.19 $242,916 - $248,673
-10,280 Reduced 45.18%
12,471 $300,000
Q4 2022

Jan 27, 2023

BUY
$23.19 - $23.94 $1,229 - $1,268
53 Added 0.23%
22,751 $540,000
Q3 2022

Nov 08, 2022

SELL
$23.37 - $24.43 $11,708 - $12,239
-501 Reduced 2.16%
22,698 $529,000
Q2 2022

Aug 04, 2022

SELL
$23.73 - $24.6 $759 - $787
-32 Reduced 0.14%
23,199 $566,000
Q1 2022

Apr 21, 2022

SELL
$24.54 - $25.63 $378,333 - $395,137
-15,417 Reduced 39.89%
23,231 $572,000
Q4 2021

Jan 21, 2022

BUY
$25.61 - $25.99 $571,256 - $579,732
22,306 Added 136.49%
38,648 $991,000
Q3 2021

Nov 03, 2021

BUY
$25.95 - $26.1 $424,074 - $426,526
16,342 New
16,342 $425,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


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