Valeo Financial Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Valeo Financial Advisors, LLC

$4.36 Billion
Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 45,899 shares of SUSB stock, worth $1.16 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

45,899

Previous 45,040 1.91%

Holding current value

$1.16 Million

Previous $1.13 Million 2.47%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$25.0 - $25.33 $21,475 - $21,758	859 Added 1.91%	45,899 $1.16 Million
Q2 2025 Jul 22, 2025	SELL	$24.66 - $25.17 $65,595 - $66,952	-2,660 Reduced 5.58%	45,040 $1.13 Million
Q1 2025 Apr 30, 2025	BUY	$24.6 - $24.99 $128,338 - $130,372	5,217 Added 12.28%	47,700 $1.19 Million
Q3 2024 Oct 10, 2024	BUY	$24.38 - $25.2 $53,660 - $55,465	2,201 Added 5.46%	42,483 $1.07 Million
Q1 2024 Apr 25, 2024	BUY	$24.32 - $24.57 $29,013 - $29,312	1,193 Added 3.05%	40,282 $986,000

Q3 2023 Oct 19, 2023	BUY	$23.72 - $24.02 $49,432 - $50,057	2,084 Added 5.63%	39,089 $929,000
Q2 2023 Jul 14, 2023	SELL	$23.84 - $24.2 $1,835 - $1,863	-77 Reduced 0.21%	37,005 $884,000
Q1 2023 Apr 17, 2023	BUY	$23.63 - $24.19 $876,247 - $897,013	37,082 New	37,082 $892,000

Others Institutions Holding SUSB

# of Institutions

333

Shares Held

29.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
Sector ETFs
Industry ETFs

More about SUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Account

Valeo Financial Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History