Alpha Omega Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Alpha Omega Wealth Management LLC

$510 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$61.15 - $62.5 $3,179 - $3,250	-52 Closed	0 $0
Q1 2019 May 02, 2019	BUY	N/A	52 New	52 $6,000

Others Institutions Holding SUSA

# of Institutions

522

Shares Held

18.5M

Call Options Held

0

Put Options Held

200

Jpmorgan Chase & CO New York, NY

1.5M
Shares

$187 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$185 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.06M
Shares

$132 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

997K
Shares

$124 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

651K
Shares

$81.1 Million
0.02% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Omega Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Omega Wealth Management LLC with notifications on news.