A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 48,238 shares of SUSA stock, worth $5.91 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
48,238
Holding current value
$5.91 Million
% of portfolio
0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$102.41 - $112.98 $4.94 Million - $5.45 Million
48,238 New
48,238 $5.42 Billion
Q4 2023

Feb 09, 2024

BUY
$85.36 - $100.86 $464,016 - $548,274
5,436 Added 9.85%
60,633 $6.25 Billion
Q3 2023

Nov 02, 2023

SELL
$89.49 - $97.11 $226,499 - $245,785
-2,531 Reduced 4.38%
55,197 $4.97 Billion
Q2 2023

Aug 11, 2023

SELL
$85.65 - $93.64 $157,767 - $172,484
-1,842 Reduced 3.09%
57,728 $5.41 Billion
Q1 2023

May 01, 2023

SELL
$81.64 - $90.01 $83,354 - $91,900
-1,021 Reduced 1.69%
59,570 $5.23 Billion
Q4 2022

Feb 14, 2023

BUY
$75.77 - $88.09 $4.59 Million - $5.34 Million
60,591 New
60,591 $4.99 Billion

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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