Summit Wealth Group, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Summit Wealth Group, LLC holds 41,879 shares of SUSB stock, worth $1.04 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
41,879
Previous 60,928 31.26%
Holding current value
$1.04 Million
Previous $1.53 Million 32.55%
% of portfolio
0.3%
Previous 0.44%

Shares

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

Feb 04, 2025
SELL
$24.61 - $25.12 $468,795 - $478,510
-19,049 Reduced 31.26%
41,879 $1.03 Million
Q3 2024

Nov 08, 2024
SELL
$24.38 - $25.2 $70,848 - $73,231
-2,906 Reduced 4.55%
60,928 $1.53 Million
Q2 2024

Jul 31, 2024
SELL
$24.19 - $24.51 $129,440 - $131,153
-5,351 Reduced 7.73%
63,834 $1.56 Million
Q1 2024

May 01, 2024
SELL
$24.32 - $24.57 $364,581 - $368,328
-14,991 Reduced 17.81%
69,185 $1.69 Million
Q4 2023

Jan 30, 2024
SELL
$23.56 - $24.48 $38,120 - $39,608
-1,618 Reduced 1.89%
84,176 $2.06 Million
Q3 2023

Oct 31, 2023
SELL
$23.72 - $24.02 $5,953 - $6,029
-251 Reduced 0.29%
85,794 $2.04 Million
Q2 2023

Jul 26, 2023
SELL
$23.84 - $24.2 $47.9 Million - $48.6 Million
-2,007,921 Reduced 95.89%
86,045 $2.06 Million
Q1 2023

May 10, 2023
BUY
$23.63 - $24.19 $47.4 Million - $48.5 Million
2,006,808 Added 2302.49%
2,093,966 $87,000
Q4 2022

Feb 08, 2023
BUY
$23.19 - $23.94 $6,006 - $6,200
259 Added 0.3%
87,158 $2.07 Million
Q3 2022

Nov 09, 2022
BUY
$23.37 - $24.43 $249,965 - $261,303
10,696 Added 14.04%
86,899 $2.04 Million
Q2 2022

Aug 10, 2022
BUY
$23.73 - $24.6 $80,065 - $83,000
3,374 Added 4.63%
76,203 $1.84 Million
Q1 2022

May 04, 2022
BUY
$24.54 - $25.63 $134,798 - $140,785
5,493 Added 8.16%
72,829 $1.79 Million
Q4 2021

Feb 14, 2022
BUY
$25.61 - $25.99 $1.72 Million - $1.75 Million
67,336 New
67,336 $1.73 Million
Q3 2021

Nov 12, 2021
SELL
$25.95 - $26.1 $628,924 - $632,559
-24,236 Closed
0 $0
Q2 2021

Nov 02, 2021
BUY
$25.93 - $26.12 $460,024 - $463,394
17,741 Added 273.15%
24,236 $631,000
Q1 2021

May 11, 2021
BUY
$25.89 - $26.17 $168,155 - $169,974
6,495 New
6,495 $169,000

Others Institutions Holding SUSB

# of Institutions
339
Shares Held
31.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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