Aspiriant, LLC Ishares Tr Msci Usa Esg Select Transaction History

Aspiriant, LLC

$2.75 Billion
Q4 2024

A detailed history of Aspiriant, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Aspiriant, LLC holds 6,868 shares of SUSA stock, worth $839,200. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,868

Holding current value

$839,200

% of portfolio

0.03%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$118.0 - $127.04 $810,424 - $872,510	6,868 New	6,868 $835,000
Q2 2024 Jul 15, 2024	BUY	$102.41 - $112.98 $349,422 - $385,487	3,412 New	3,412 $383,000

Others Institutions Holding SUSA

# of Institutions

524

Shares Held

19.2M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

1.61M
Shares

$197 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$182 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.14M
Shares

$140 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1M
Shares

$123 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

786K
Shares

$96 Million
0.03% of portfolio

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 Aspiriant, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspiriant, LLC with notifications on news.

Account