Laurel Wealth Planning LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	BUY	$23.63 - $24.19 $274,698 - $281,208	11,625 Added 8.17%	153,970 $3.71 Million
Q4 2022 Feb 01, 2023	BUY	$23.19 - $23.94 $267,311 - $275,956	11,527 Added 8.81%	142,345 $3.38 Million
Q3 2022 Nov 02, 2022	BUY	$23.37 - $24.43 $441,879 - $461,922	18,908 Added 16.9%	130,818 $3.07 Million
Q2 2022 Aug 09, 2022	SELL	$23.73 - $24.6 $759,478 - $787,323	-32,005 Reduced 22.24%	111,910 $2.7 Million
Q1 2022 Apr 28, 2022	BUY	$24.54 - $25.63 $455,560 - $475,795	18,564 Added 14.81%	143,915 $3.55 Million
Q4 2021 Feb 01, 2022	BUY	$25.61 - $25.99 $2.58 Million - $2.62 Million	100,693 Added 408.36%	125,351 $3.22 Million
Q3 2021 Nov 12, 2021	BUY	$25.95 - $26.1 $639,875 - $643,573	24,658 New	24,658 $641,000

Others Institutions Holding SUSB

# of Institutions

319

Shares Held

28.6M

Call Options Held

0

Put Options Held

0

About ISHARES TR ISHARES ESG AWARE 1

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