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

Marshall Financial Group LLC

  • $408 Million
  • Q4 2024

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 14,383 shares of SUSB stock, worth $356,266. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,383
Previous 15,106 4.79%
Holding current value
$356,266
Previous $380,000 6.58%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
325
Shares Held
28.6M
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
Track This Portfolio

Track Marshall Financial Group LLC Portfolio

Follow Marshall Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email