Aprio Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Aprio Wealth Management, LLC

$631 Million
Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 17,814 shares of SUSA stock, worth $2.2 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

17,814

Previous 15,368 15.92%

Holding current value

$2.2 Million

Previous $1.85 Million 17.14%

% of portfolio

0.34%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$118.0 - $127.04 $288,628 - $310,739	2,446 Added 15.92%	17,814 $2.17 Million
Q3 2024 Oct 07, 2024	BUY	$108.44 - $120.37 $13,555 - $15,046	125 Added 0.82%	15,368 $1.85 Million
Q2 2024 Jul 10, 2024	BUY	$102.41 - $112.98 $9,012 - $9,942	88 Added 0.58%	15,243 $1.71 Million
Q1 2024 Apr 10, 2024	SELL	$98.48 - $109.17 $40,376 - $44,759	-410 Reduced 2.63%	15,155 $1.65 Million
Q4 2023 Jan 17, 2024	BUY	$85.36 - $100.86 $121,467 - $143,523	1,423 Added 10.06%	15,565 $1.56 Million
Q3 2023 Oct 10, 2023	BUY	$89.49 - $97.11 $29,531 - $32,046	330 Added 2.39%	14,142 $1.27 Million
Q2 2023 Jul 13, 2023	SELL	$85.65 - $93.64 $42,396 - $46,351	-495 Reduced 3.46%	13,812 $1.29 Million
Q1 2023 Apr 14, 2023	BUY	$81.64 - $90.01 $209,080 - $230,515	2,561 Added 21.8%	14,307 $1.26 Million
Q4 2022 Jan 11, 2023	BUY	$75.77 - $88.09 $455,150 - $529,156	6,007 Added 104.67%	11,746 $0
Q3 2022 Oct 13, 2022	BUY	$75.91 - $92.66 $435,647 - $531,775	5,739 New	5,739 $436,000

Others Institutions Holding SUSA

# of Institutions

517

Shares Held

19.2M

Call Options Held

100

Put Options Held

100

View Full List

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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

Aprio Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History