All Square Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History

All Square Wealth Management LLC

$174 Million
Q3 2024

A detailed history of All Square Wealth Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, All Square Wealth Management LLC holds 2,210 shares of SUSA stock, worth $278,460. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,210

Previous 2,210 -0.0%

Holding current value

$278,460

Previous $248,000 7.26%

% of portfolio

0.15%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	BUY	$78.1 - $97.98 $14,057 - $17,636	180 Added 8.87%	2,210 $178,000
Q4 2020 Feb 09, 2021	BUY	$72.19 - $82.34 $73,272 - $83,575	1,015 Added 100.0%	2,030 $167,000
Q3 2020 Nov 16, 2020	SELL	$67.13 - $78.5 $4,027 - $4,710	-60 Reduced 5.58%	1,015 $149,000
Q2 2020 Aug 11, 2020	BUY	$52.49 - $69.03 $2,729 - $3,589	52 Added 5.08%	1,075 $144,000
Q4 2019 Feb 04, 2020	SELL	$59.6 - $67.25 $3,278 - $3,698	-55 Reduced 5.1%	1,023 $137,000
Q4 2018 Feb 13, 2019	SELL	N/A	-218 Reduced 16.82%	1,078 $111,000
Q3 2018 Nov 02, 2018	BUY	N/A	87 Added 7.2%	1,296 $155,000
Q3 2017 Nov 06, 2017	BUY	N/A	1,209	1,209 $126,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

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About ISHARES TR MSCI USA ESG SELECT

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