Opal Wealth Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Opal Wealth Advisors, LLC

  • $314 Million
  • Q1 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 42,432 shares of SUSB stock, worth $1.05 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
42,432
Previous 39,505 7.41%
Holding current value
$1.05 Million
Previous $975,000 8.72%
% of portfolio
0.34%
Previous 0.3%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$24.6 - $24.99 $72,004 - $73,145
2,927 Added 7.41%
42,432 $1.06 Million
Q4 2024

Jan 28, 2025
BUY
$24.61 - $25.12 $94,034 - $95,983
3,821 Added 10.71%
39,505 $975,000
Q3 2024

Oct 15, 2024
BUY
$24.38 - $25.2 $58,121 - $60,076
2,384 Added 7.16%
35,684 $897,000
Q2 2024

Jul 12, 2024
SELL
$24.19 - $24.51 $46,928 - $47,549
-1,940 Reduced 5.51%
33,300 $815,000
Q1 2024

Apr 11, 2024
SELL
$24.32 - $24.57 $550,677 - $556,338
-22,643 Reduced 39.12%
35,240 $862,000
Q4 2023

Jan 19, 2024
BUY
$23.56 - $24.48 $140,888 - $146,390
5,980 Added 11.52%
57,883 $1.42 Million
Q3 2023

Oct 18, 2023
SELL
$23.72 - $24.02 $1.25 Million - $1.26 Million
-52,564 Reduced 50.32%
51,903 $1.23 Million
Q2 2023

Jul 27, 2023
BUY
$23.84 - $24.2 $171,981 - $174,578
7,214 Added 7.42%
104,467 $2.5 Million
Q1 2023

Apr 19, 2023
BUY
$23.63 - $24.19 $12,642 - $12,941
535 Added 0.55%
97,253 $2.34 Million
Q4 2022

Feb 03, 2023
BUY
$23.19 - $23.94 $828,833 - $855,639
35,741 Added 58.61%
96,718 $2.3 Million
Q3 2022

Oct 17, 2022
SELL
$23.37 - $24.43 $31,502 - $32,931
-1,348 Reduced 2.16%
60,977 $1.43 Million
Q2 2022

Aug 10, 2022
BUY
$23.73 - $24.6 $377,496 - $391,336
15,908 Added 34.27%
62,325 $1.5 Million
Q1 2022

May 09, 2022
SELL
$24.54 - $25.63 $342,602 - $357,820
-13,961 Reduced 23.12%
46,417 $1.14 Million
Q4 2021

Jan 31, 2022
BUY
$25.61 - $25.99 $119,393 - $121,165
4,662 Added 8.37%
60,378 $1.55 Million
Q3 2021

Nov 05, 2021
BUY
$25.95 - $26.1 $158,346 - $159,262
6,102 Added 12.3%
55,716 $1.45 Million
Q2 2021

Aug 02, 2021
BUY
$25.93 - $26.12 $147,801 - $148,884
5,700 Added 12.98%
49,614 $1.29 Million
Q1 2021

Apr 29, 2021
BUY
$25.89 - $26.17 $148,453 - $150,058
5,734 Added 15.02%
43,914 $1.14 Million
Q4 2020

Feb 11, 2021
BUY
$26.0 - $26.18 $992,680 - $999,552
38,180 New
38,180 $1 Million

Others Institutions Holding SUSB

# of Institutions
332
Shares Held
30.1M
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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