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

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

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 21,101 shares of SUSA stock, worth $2.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,101

Holding current value

$2.6 Million

% of portfolio

0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

504

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

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