Private Wealth Management Group, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024

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 16,787 shares of SUSB stock, worth $417,324. This represents 0.16% of its overall portfolio holdings.

Number of Shares
16,787
Previous 16,767 0.12%
Holding current value
$417,324
Previous $422 Million 1.71%
% of portfolio
0.16%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$24.61 - $25.12 $492 - $502
20 Added 0.12%
16,787 $415 Million
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

# of Institutions
322
Shares Held
29.1M
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
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management 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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email