Archetype Wealth Partners Ishares Tr Msci Usa Esg Select Transaction History

Archetype Wealth Partners

  • $618 Million
  • Q2 2024

A detailed history of Archetype Wealth Partners transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Archetype Wealth Partners holds 3,706 shares of SUSA stock, worth $443,311. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,706
Previous 3,789 2.19%
Holding current value
$443,311
Previous $414,000 0.48%
% of portfolio
0.07%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$102.41 - $112.98 $8,500 - $9,377
-83 Reduced 2.19%
3,706 $416,000
Q1 2024

May 14, 2024
SELL
$98.48 - $109.17 $15,461 - $17,139
-157 Reduced 3.98%
3,789 $414,000
Q4 2023

Feb 14, 2024
SELL
$85.36 - $100.86 $45,923 - $54,262
-538 Reduced 12.0%
3,946 $397,000
Q3 2023

Nov 13, 2023
SELL
$89.49 - $97.11 $170,657 - $185,188
-1,907 Reduced 29.84%
4,484 $403,000
Q2 2023

Aug 14, 2023
SELL
$85.65 - $93.64 $21,926 - $23,971
-256 Reduced 3.85%
6,391 $598,000
Q1 2023

May 10, 2023
SELL
$81.64 - $90.01 $59,189 - $65,257
-725 Reduced 9.83%
6,647 $583,000
Q4 2022

Feb 14, 2023
SELL
$75.77 - $88.09 $3,333 - $3,875
-44 Reduced 0.59%
7,372 $607,000
Q3 2022

Nov 14, 2022
SELL
$75.91 - $92.66 $60,272 - $73,572
-794 Reduced 9.67%
7,416 $563,000
Q2 2022

Aug 15, 2022
BUY
$78.1 - $97.98 $10,231 - $12,835
131 Added 1.62%
8,210 $662,000
Q1 2022

May 12, 2022
BUY
$89.45 - $106.35 $112,080 - $133,256
1,253 Added 18.36%
8,079 $782,000
Q4 2021

Feb 14, 2022
SELL
$95.76 - $106.67 $15,321 - $17,067
-160 Reduced 2.29%
6,826 $725,000
Q3 2021

Nov 12, 2021
SELL
$94.69 - $101.93 $16,002 - $17,226
-169 Reduced 2.36%
6,986 $670,000
Q2 2021

Aug 13, 2021
SELL
$88.83 - $95.54 $14,301 - $15,381
-161 Reduced 2.2%
7,155 $684,000
Q1 2021

Apr 30, 2021
BUY
$81.34 - $87.82 $9,435 - $10,187
116 Added 1.61%
7,316 $642,000
Q4 2020

Feb 12, 2021
BUY
$72.19 - $82.34 $238,154 - $271,639
3,299 Added 84.57%
7,200 $593,000
Q3 2020

Oct 15, 2020
BUY
$67.13 - $78.5 $261,874 - $306,228
3,901 New
3,901 $574,000

Others Institutions Holding SUSA

# of Institutions
490
Shares Held
19M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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