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

Affinity Wealth Management LLC

  • $511 Million
  • Q4 2024

A detailed history of Affinity Wealth Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Affinity Wealth Management LLC holds 3,406 shares of SUSA stock, worth $419,755. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,406
Previous 3,406 -0.0%
Holding current value
$419,755
Previous $409,000 1.22%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023
BUY
$75.77 - $88.09 $11,365 - $13,213
150 Added 4.61%
3,406 $280,000
Q4 2020

Feb 12, 2021
BUY
$72.19 - $82.34 $117,525 - $134,049
1,628 Added 100.0%
3,256 $274,000
Q3 2020

Nov 16, 2020
BUY
$67.13 - $78.5 $109,287 - $127,798
1,628 New
1,628 $243,000
Q1 2020

May 15, 2020
SELL
$47.53 - $70.87 $77,378 - $115,376
-1,628 Closed
0 $0
Q3 2019

Nov 13, 2019
BUY
$61.15 - $62.5 $99,552 - $101,750
1,628 New
1,628 $201,000
Q1 2019

May 10, 2019
SELL
N/A
-2,346 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
2,346
2,346 $240,000

Others Institutions Holding SUSA

# of Institutions
523
Shares Held
19.2M
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 Affinity Wealth Management LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email