Private Wealth Management Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025

A detailed history of Private Wealth Management Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 2,092 shares of SUSA stock, worth $260,558. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,092
Previous 2,127 1.65%
Holding current value
$260,558
Previous $259 Million 7.08%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$113.22 - $126.36 $3,962 - $4,422
-35 Reduced 1.65%
2,092 $240 Million
Q4 2024

Jan 27, 2025
SELL
$118.0 - $127.04 $3,540 - $3,811
-30 Reduced 1.39%
2,127 $259 Million
Q3 2024

Oct 29, 2024
SELL
$108.44 - $120.37 $5,855 - $6,499
-54 Reduced 2.44%
2,157 $260 Million
Q1 2024

Apr 30, 2024
SELL
$98.48 - $109.17 $4,825 - $5,349
-49 Reduced 2.17%
2,211 $241 Million
Q4 2023

Feb 08, 2024
BUY
$85.36 - $100.86 $192,913 - $227,943
2,260 New
2,260 $227 Million

Others Institutions Holding SUSA

# of Institutions
522
Shares Held
18.5M
Call Options Held
0
Put Options Held
200
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email