Allworth Financial LP Ishares Tr Msci Usa Esg Select Transaction History

Allworth Financial LP

$17.4 Billion
Q1 2025

A detailed history of Allworth Financial LP transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Allworth Financial LP holds 20,872 shares of SUSA stock, worth $2.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,872

Previous 20,873 0.0%

Holding current value

$2.4 Million

Previous $2.54 Million 5.52%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$113.22 - $126.36 $113 - $126	-1 Reduced -0.0%	20,872 $2.4 Million
Q4 2024 Jan 30, 2025	BUY	$118.0 - $127.04 $118 - $127	1 Added 0.0%	20,873 $2.54 Million
Q3 2024 Oct 23, 2024	SELL	$108.44 - $120.37 $108 - $120	-1 Reduced -0.0%	20,872 $2.51 Million
Q2 2024 Jul 23, 2024	BUY	$102.41 - $112.98 $102 - $112	1 Added 0.0%	20,873 $2.35 Million
Q1 2024 Apr 25, 2024	SELL	$98.48 - $109.17 $20,089 - $22,270	-204 Reduced 0.97%	20,872 $2.28 Million
Q4 2023 Jan 24, 2024	BUY	$85.36 - $100.86 $1.78 Million - $2.1 Million	20,863 Added 9794.84%	21,076 $2.12 Million
Q2 2023 Jul 18, 2023	BUY	$85.65 - $93.64 $256 - $280	3 Added 1.43%	213 $19,000
Q1 2023 Apr 18, 2023	BUY	$81.64 - $90.01 $17,144 - $18,902	210 New	210 $18,000

Others Institutions Holding SUSA

# of Institutions

523

Shares Held

19M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Allworth Financial LP Ishares Tr Msci Usa Esg Select Transaction History