A detailed history of Shira Ridge Wealth Management transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Shira Ridge Wealth Management holds 262,229 shares of SUSA stock, worth $32.7 Million. This represents 16.1% of its overall portfolio holdings.

Number of Shares
262,229
Previous 272,887 3.91%
Holding current value
$32.7 Million
Previous $30.7 Billion 2.94%
% of portfolio
16.1%
Previous 17.08%

Shares

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

Oct 10, 2024

SELL
$108.44 - $120.37 $1.16 Million - $1.28 Million
-10,658 Reduced 3.91%
262,229 $31.6 Billion
Q2 2024

Jul 11, 2024

SELL
$102.41 - $112.98 $170,000 - $187,546
-1,660 Reduced 0.6%
272,887 $30.7 Billion
Q1 2024

Apr 18, 2024

SELL
$98.48 - $109.17 $55,345 - $61,353
-562 Reduced 0.2%
274,547 $30 Billion
Q4 2023

Jan 10, 2024

BUY
$85.36 - $100.86 $1.08 Million - $1.28 Million
12,672 Added 4.83%
275,109 $27.7 Billion
Q3 2023

Oct 10, 2023

BUY
$89.49 - $97.11 $537,297 - $583,048
6,004 Added 2.34%
262,437 $23.6 Billion
Q2 2023

Jul 12, 2023

BUY
$85.65 - $93.64 $239,734 - $262,098
2,799 Added 1.1%
256,433 $24 Billion
Q1 2023

May 08, 2023

BUY
$81.64 - $90.01 $273,249 - $301,263
3,347 Added 1.34%
253,634 $22.3 Billion
Q4 2022

Jan 12, 2023

BUY
$75.77 - $88.09 $19 Million - $22 Million
250,287 New
250,287 $20.6 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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