A detailed history of Private Wealth Management Group, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 16,767 shares of SUSB stock, worth $413,306. This represents 0.17% of its overall portfolio holdings.

Number of Shares
16,767
Previous 15,030 11.56%
Holding current value
$413,306
Previous $368 Million 14.61%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Oct 29, 2024

BUY
$24.38 - $25.2 $42,348 - $43,772
1,737 Added 11.56%
16,767 $422 Million
Q2 2024

Aug 13, 2024

SELL
$24.19 - $24.51 $2,031 - $2,058
-84 Reduced 0.56%
15,030 $368 Million
Q1 2024

Apr 30, 2024

SELL
$24.32 - $24.57 $490,923 - $495,970
-20,186 Reduced 57.18%
15,114 $370 Million
Q4 2023

Feb 08, 2024

BUY
$23.56 - $24.48 $831,668 - $864,144
35,300 New
35,300 $864 Million

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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