Marshall Financial Group LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Marshall Financial Group LLC

  • $458 Million
  • Q3 2025

A detailed history of Marshall Financial Group LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Marshall Financial Group LLC holds 12,717 shares of SUSB stock, worth $320,468. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,717
Previous 13,831 8.05%
Holding current value
$320,468
Previous $348,000 7.76%
% of portfolio
0.07%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
SELL
$25.0 - $25.33 $27,850 - $28,217
-1,114 Reduced 8.05%
12,717 $321,000
Q2 2025

Jul 10, 2025
SELL
$24.66 - $25.17 $10,184 - $10,395
-413 Reduced 2.9%
13,831 $348,000
Q1 2025

Apr 16, 2025
SELL
$24.6 - $24.99 $3,419 - $3,473
-139 Reduced 0.97%
14,244 $355,000
Q4 2024

Jan 21, 2025
SELL
$24.61 - $25.12 $17,793 - $18,161
-723 Reduced 4.79%
14,383 $355,000
Q3 2024

Oct 16, 2024
BUY
$24.38 - $25.2 $2,779 - $2,872
114 Added 0.76%
15,106 $380,000
Q2 2024

Jul 19, 2024
BUY
$24.19 - $24.51 $27,407 - $27,769
1,133 Added 8.18%
14,992 $367,000
Q1 2024

Apr 19, 2024
SELL
$24.32 - $24.57 $535 - $540
-22 Reduced 0.16%
13,859 $339,000
Q4 2023

Jan 10, 2024
SELL
$23.56 - $24.48 $2,379 - $2,472
-101 Reduced 0.72%
13,881 $339,000
Q3 2023

Oct 19, 2023
SELL
$23.72 - $24.02 $2,182 - $2,209
-92 Reduced 0.65%
13,982 $332,000
Q2 2023

Jul 17, 2023
BUY
$23.84 - $24.2 $58,026 - $58,902
2,434 Added 20.91%
14,074 $336,000
Q1 2023

Apr 18, 2023
BUY
$23.63 - $24.19 $24,008 - $24,577
1,016 Added 9.56%
11,640 $280,000
Q4 2022

Feb 01, 2023
SELL
$23.19 - $23.94 $44,965 - $46,419
-1,939 Reduced 15.43%
10,624 $252,000
Q3 2022

Oct 12, 2022
BUY
$23.37 - $24.43 $1,051 - $1,099
45 Added 0.36%
12,563 $295,000
Q2 2022

Jul 25, 2022
BUY
$23.73 - $24.6 $77,336 - $80,171
3,259 Added 35.2%
12,518 $302,000
Q1 2022

May 10, 2022
BUY
$24.54 - $25.63 $227,215 - $237,308
9,259 New
9,259 $228,000

Others Institutions Holding SUSB

# of Institutions
333
Shares Held
29.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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