Traphagen Investment Advisors LLC Ishares Tr Msci Usa Esg Select Transaction History

Traphagen Investment Advisors LLC

  • $870 Million
  • Q4 2024

A detailed history of Traphagen Investment Advisors LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 8,344 shares of SUSA stock, worth $1.03 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,344
Previous 8,248 1.16%
Holding current value
$1.03 Million
Previous $992,000 2.22%
% of portfolio
0.12%
Previous 0.11%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$118.0 - $127.04 $11,328 - $12,195
96 Added 1.16%
8,344 $1.01 Million
Q3 2024

Oct 21, 2024
SELL
$108.44 - $120.37 $3,578 - $3,972
-33 Reduced 0.4%
8,248 $992,000
Q2 2024

Jul 23, 2024
BUY
$102.41 - $112.98 $204 - $225
2 Added 0.02%
8,281 $930,000
Q1 2024

May 15, 2024
BUY
$98.48 - $109.17 $815,315 - $903,818
8,279 New
8,279 $904 Million
Q4 2023

Jun 17, 2024
SELL
$85.36 - $100.86 $4,950 - $5,849
-58 Reduced 0.7%
8,221 $826 Million
Q3 2023

Jun 17, 2024
SELL
$89.49 - $97.11 $10,917 - $11,847
-122 Reduced 1.47%
8,157 $734 Million
Q2 2023

Jun 17, 2024
SELL
$85.65 - $93.64 $10,449 - $11,424
-122 Reduced 1.47%
8,157 $764 Million
Q1 2023

Jun 17, 2024
BUY
$81.64 - $90.01 $30,859 - $34,023
378 Added 3.47%
11,275 $990 Million
Q4 2022

Jun 17, 2024
BUY
$75.77 - $88.09 $198,365 - $230,619
2,618 Added 31.62%
10,897 $897 Million
Q3 2022

Jun 17, 2024
BUY
$75.91 - $92.66 $217,633 - $265,656
2,867 Added 70.65%
6,925 $526 Million
Q2 2022

Jun 17, 2024
SELL
$78.1 - $97.98 $329,660 - $413,573
-4,221 Reduced 50.98%
4,058 $327 Million
Q1 2022

Jun 17, 2024
BUY
$89.45 - $106.35 $178 - $212
2 Added 0.05%
4,056 $393 Million
Q4 2021

Jun 17, 2024
SELL
$95.76 - $106.67 $404,586 - $450,680
-4,225 Reduced 51.03%
4,054 $431 Million
Q3 2021

Jun 17, 2024
BUY
$94.69 - $101.93 $21,305 - $22,934
225 Added 5.88%
4,052 $389 Million
Q2 2021

Jun 17, 2024
BUY
$88.83 - $95.54 $88 - $95
1 Added 0.03%
3,827 $366 Million
Q1 2021

Jun 17, 2024
SELL
$81.34 - $87.82 $362,207 - $391,062
-4,453 Reduced 53.79%
3,826 $336 Million
Q4 2020

Jun 17, 2024
BUY
$72.19 - $82.34 $119,113 - $135,861
1,650 Added 100.61%
3,290 $271 Million
Q3 2020

Jun 17, 2024
SELL
$67.13 - $78.5 $445,676 - $521,161
-6,639 Reduced 80.19%
1,640 $241 Million

Others Institutions Holding SUSA

# of Institutions
506
Shares Held
18.9M
Call Options Held
100
Put Options Held
100
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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