Aj Wealth Strategies, LLC Ishares Tr Msci Usa Esg Select Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 18,100 shares of SUSA stock, worth $2.26 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,100
Previous 18,100 -0.0%
Holding current value
$2.26 Million
Previous $1.59 Million 6.68%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 16, 2021
BUY
$72.19 - $82.34 $643,934 - $734,472
8,920 Added 97.17%
18,100 $1.49 Million
Q1 2020

May 15, 2020
SELL
$47.53 - $70.87 $104,043 - $155,134
-2,189 Reduced 19.25%
9,180 $1.01 Million
Q3 2019

Nov 26, 2019
BUY
$61.15 - $62.5 $138,871 - $141,937
2,271 Added 24.96%
11,369 $1.41 Million
Q2 2019

Aug 19, 2019
BUY
N/A
1,186 Added 14.99%
9,098 $1.11 Million
Q1 2019

May 13, 2019
BUY
N/A
3,882 Added 96.33%
7,912 $936,000
Q4 2018

Feb 14, 2019
BUY
N/A
4,030 New
4,030 $416,000

Others Institutions Holding SUSA

# of Institutions
502
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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