Assetmark, Inc Ishares Tr Msci Usa Esg Select Transaction History

Assetmark, Inc

$34.9 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$195 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$183 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$143 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

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

812K
Shares

$99.7 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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