A detailed history of Assetmark, Inc transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Assetmark, Inc holds 544 shares of SUSA stock, worth $73,788. This represents 0.0% of its overall portfolio holdings.

Number of Shares
544
Previous 517 5.22%
Holding current value
$73,788
Previous $59,000 15.25%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$101.97 - $126.75 $2,753 - $3,422
27 Added 5.22%
544 $68,000
Q1 2025

May 06, 2025

BUY
$113.22 - $126.36 $58,534 - $65,328
517 New
517 $59,000
Q4 2023

Feb 09, 2024

BUY
$85.36 - $100.86 $48,399 - $57,187
567 New
567 $56,000
Q4 2019

Feb 11, 2020

SELL
$59.6 - $67.25 $59 - $67
-1 Closed
0 $0
Q3 2019

Nov 13, 2019

BUY
$61.15 - $62.5 $61 - $62
1 New
1 $0

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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