Ae Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Ae Wealth Management LLC holds 665 shares of SUSA stock, worth $90,200. This represents 0.0% of its overall portfolio holdings.

Number of Shares
665
Previous 351 89.46%
Holding current value
$90,200
Previous $40,000 110.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$101.97 - $126.75 $32,018 - $39,799
314 Added 89.46%
665 $84,000
Q1 2025

May 06, 2025
SELL
$113.22 - $126.36 $1.49 Million - $1.66 Million
-13,132 Reduced 97.4%
351 $40,000
Q4 2024

Feb 13, 2025
SELL
$118.0 - $127.04 $898,924 - $967,790
-7,618 Reduced 36.1%
13,483 $1.64 Million
Q3 2024

Nov 14, 2024
BUY
$108.44 - $120.37 $2.29 Million - $2.54 Million
21,101 New
21,101 $2.54 Million
Q4 2023

Feb 14, 2024
SELL
$85.36 - $100.86 $1.79 Million - $2.12 Million
-21,016 Reduced 89.38%
2,498 $251,000
Q3 2023

Oct 11, 2023
BUY
$89.49 - $97.11 $1.89 Million - $2.05 Million
21,150 Added 894.67%
23,514 $2.12 Million
Q2 2023

Jul 10, 2023
SELL
$85.65 - $93.64 $61,924 - $67,701
-723 Reduced 23.42%
2,364 $221,000
Q1 2023

Apr 14, 2023
BUY
$81.64 - $90.01 $252,022 - $277,860
3,087 New
3,087 $270,000
Q3 2021

Nov 01, 2021
SELL
$94.69 - $101.93 $12 Million - $12.9 Million
-126,544 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$88.83 - $95.54 $11.2 Million - $12.1 Million
126,544 New
126,544 $12.1 Million
Q3 2019

Nov 05, 2019
SELL
$61.15 - $62.5 $110,131 - $112,562
-1,801 Closed
0 $0
Q2 2019

Jul 22, 2019
BUY
N/A
42 Added 2.39%
1,801 $220,000
Q1 2019

May 14, 2019
BUY
N/A
1,759 New
1,759 $208,000

Others Institutions Holding SUSA

# of Institutions
545
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
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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