Level Financial Advisors, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History

Level Financial Advisors, Inc.

  • $243 Million
  • Q3 2024

A detailed history of Level Financial Advisors, Inc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 29,191 shares of SUSB stock, worth $718,682. This represents 0.3% of its overall portfolio holdings.

Number of Shares
29,191
Previous 30,390 3.95%
Holding current value
$718,682
Previous $744,000 1.34%
% of portfolio
0.3%
Previous 0.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$24.38 - $25.2 $29,231 - $30,214
-1,199 Reduced 3.95%
29,191 $734,000
Q2 2024

Jul 23, 2024
BUY
$24.19 - $24.51 $11,369 - $11,519
470 Added 1.57%
30,390 $744,000
Q1 2024

Apr 19, 2024
BUY
$24.32 - $24.57 $29,962 - $30,270
1,232 Added 4.29%
29,920 $732,000
Q4 2023

Jan 22, 2024
SELL
$23.56 - $24.48 $22,005 - $22,864
-934 Reduced 3.15%
28,688 $702,000
Q3 2023

Oct 18, 2023
SELL
$23.72 - $24.02 $372,546 - $377,258
-15,706 Reduced 34.65%
29,622 $704,000
Q2 2023

Jul 14, 2023
SELL
$23.84 - $24.2 $77,646 - $78,819
-3,257 Reduced 6.7%
45,328 $1.08 Million
Q1 2023

Apr 10, 2023
SELL
$23.63 - $24.19 $15,288 - $15,650
-647 Reduced 1.31%
48,585 $1.17 Million
Q4 2022

Jan 23, 2023
BUY
$23.19 - $23.94 $224,084 - $231,332
9,663 Added 24.42%
49,232 $0
Q3 2022

Oct 18, 2022
SELL
$23.37 - $24.43 $9,932 - $10,382
-425 Reduced 1.06%
39,569 $929,000
Q2 2022

Aug 10, 2022
SELL
$23.73 - $24.6 $27,550 - $28,560
-1,161 Reduced 2.82%
39,994 $963,000
Q1 2022

Apr 08, 2022
BUY
$24.54 - $25.63 $248,344 - $259,375
10,120 Added 32.61%
41,155 $1.01 Million
Q4 2021

Jan 20, 2022
BUY
$25.61 - $25.99 $794,806 - $806,599
31,035 New
31,035 $796,000

Others Institutions Holding SUSB

# of Institutions
311
Shares Held
28.2M
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
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