A detailed history of Ameritas Advisory Services, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Ameritas Advisory Services, LLC holds 47,521 shares of SUSA stock, worth $5.83 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
47,521
Previous 8,670 448.11%
Holding current value
$5.83 Million
Previous $974,000 487.27%
% of portfolio
0.26%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$108.44 - $120.37 $4.21 Million - $4.68 Million
38,851 Added 448.11%
47,521 $5.72 Million
Q2 2024

Jul 29, 2024

BUY
$102.41 - $112.98 $58,271 - $64,285
569 Added 7.02%
8,670 $974,000
Q1 2024

May 14, 2024

BUY
$98.48 - $109.17 $176,968 - $196,178
1,797 Added 28.51%
8,101 $884,000
Q4 2023

Feb 14, 2024

SELL
$85.36 - $100.86 $133,929 - $158,249
-1,569 Reduced 19.93%
6,304 $633,000
Q3 2023

Nov 13, 2023

BUY
$89.49 - $97.11 $704,554 - $764,547
7,873 New
7,873 $708,000
Q1 2023

Apr 28, 2023

BUY
$81.64 - $90.01 $9,225 - $10,171
113 Added 1.32%
8,669 $760,000
Q4 2022

Feb 10, 2023

BUY
$75.77 - $88.09 $11,895 - $13,830
157 Added 1.87%
8,556 $704,000
Q3 2022

Nov 14, 2022

BUY
$75.91 - $92.66 $14,422 - $17,605
190 Added 2.31%
8,399 $638,000
Q2 2022

Aug 10, 2022

BUY
$78.1 - $97.98 $19,368 - $24,299
248 Added 3.12%
8,209 $662,000
Q1 2022

May 04, 2022

SELL
$89.45 - $106.35 $25,135 - $29,884
-281 Reduced 3.41%
7,961 $771,000
Q4 2021

Feb 07, 2022

BUY
$95.76 - $106.67 $789,253 - $879,174
8,242 New
8,242 $876,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Ameritas Advisory Services, LLC Portfolio

Follow Ameritas Advisory Services, 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 Ameritas Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ameritas Advisory Services, LLC with notifications on news.