A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Arkadios Wealth Advisors holds 2,238 shares of SUSA stock, worth $272,946. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,238
Previous 2,238 -0.0%
Holding current value
$272,946
Previous $251,000 7.17%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 29, 2024

BUY
$102.41 - $112.98 $7,578 - $8,360
74 Added 3.42%
2,238 $251,000
Q4 2023

Jan 24, 2024

BUY
$85.36 - $100.86 $184,719 - $218,261
2,164 New
2,164 $217,000
Q2 2023

Jul 26, 2023

BUY
$85.65 - $93.64 $185,346 - $202,636
2,164 New
2,164 $202,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors 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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.