Plum Street Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Plum Street Advisors, LLC

$259 Billion
Q3 2025

A detailed history of Plum Street Advisors, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Plum Street Advisors, LLC holds 74,095 shares of SUSB stock, worth $1.87 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

74,095

Previous 53,998 37.22%

Holding current value

$1.87 Million

Previous $1.36 Billion 37.98%

% of portfolio

0.72%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$25.0 - $25.33 $502,425 - $509,057	20,097 Added 37.22%	74,095 $1.88 Billion
Q2 2025 Aug 11, 2025	SELL	$24.66 - $25.17 $50,922 - $51,976	-2,065 Reduced 3.68%	53,998 $1.36 Billion
Q1 2025 May 29, 2025	SELL	$24.6 - $24.99 $298,594 - $303,328	-12,138 Reduced 17.8%	56,063 $1.4 Billion
Q4 2024 May 29, 2025	SELL	$24.61 - $25.12 $203,450 - $207,667	-8,267 Reduced 10.81%	68,201 $1.68 Billion
Q3 2024 May 29, 2025	BUY	$24.38 - $25.2 $100,372 - $103,748	4,117 Added 5.69%	76,468 $1.92 Billion

Q2 2024 May 29, 2025	SELL	$24.19 - $24.51 $99,590 - $100,907	-4,117 Reduced 5.38%	72,351 $1.77 Billion
Q1 2024 May 29, 2025	BUY	$24.32 - $24.57 $399,407 - $403,513	16,423 Added 27.35%	76,468 $1.92 Billion
Q4 2023 May 29, 2025	BUY	$23.56 - $24.48 $1.41 Million - $1.47 Million	60,045 New	60,045 $1.47 Billion

Others Institutions Holding SUSB

# of Institutions

333

Shares Held

29.4M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

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Plum Street Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History