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

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 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 618 shares of SUSA stock, worth $84,857. This represents 0.0% of its overall portfolio holdings.

Number of Shares
618
Previous 665 7.07%
Holding current value
$84,857
Previous $84,000 1.19%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$126.64 - $135.65 $5,952 - $6,375
-47 Reduced 7.07%
618 $83,000
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
561
Shares Held
17.1M
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email