A detailed history of Tradition Wealth Management, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 20,754 shares of SUSB stock, worth $511,586. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,754
Previous 20,435 1.56%
Holding current value
$511,586
Previous $500,000 4.4%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

BUY
$24.38 - $25.2 $7,777 - $8,038
319 Added 1.56%
20,754 $522,000
Q2 2024

Aug 12, 2024

SELL
$24.19 - $24.51 $7,257 - $7,353
-300 Reduced 1.45%
20,435 $500,000
Q1 2024

May 13, 2024

BUY
$24.32 - $24.57 $7,758 - $7,837
319 Added 1.56%
20,735 $507,000
Q4 2023

Feb 12, 2024

BUY
$23.56 - $24.48 $18,117 - $18,825
769 Added 3.91%
20,416 $500,000
Q3 2023

Nov 13, 2023

BUY
$23.72 - $24.02 $9,796 - $9,920
413 Added 2.15%
19,647 $467,000
Q2 2023

Aug 14, 2023

BUY
$23.84 - $24.2 $41,696 - $42,325
1,749 Added 10.0%
19,234 $460,000
Q1 2023

May 11, 2023

BUY
$23.63 - $24.19 $13,539 - $13,860
573 Added 3.39%
17,485 $421,000
Q4 2022

Feb 03, 2023

BUY
$23.19 - $23.94 $45,521 - $46,994
1,963 Added 13.13%
16,912 $402,000
Q3 2022

Nov 14, 2022

BUY
$23.37 - $24.43 $2,313 - $2,418
99 Added 0.67%
14,949 $351,000
Q2 2022

Aug 02, 2022

SELL
$23.73 - $24.6 $8,590 - $8,905
-362 Reduced 2.38%
14,850 $358,000
Q1 2022

May 11, 2022

BUY
$24.54 - $25.63 $49,644 - $51,849
2,023 Added 15.34%
15,212 $375,000
Q4 2021

Feb 14, 2022

BUY
$25.61 - $25.99 $281,838 - $286,019
11,005 Added 503.89%
13,189 $338,000
Q3 2021

Nov 12, 2021

BUY
$25.95 - $26.1 $12,300 - $12,371
474 Added 27.72%
2,184 $57,000
Q2 2021

Aug 09, 2021

BUY
$25.93 - $26.12 $44,340 - $44,665
1,710 New
1,710 $45,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


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