Atria Wealth Solutions, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 4,210 shares of SUSA stock, worth $524,187. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,210
Previous 3,090 36.25%
Holding current value
$524,187
Previous $371,000 37.74%
% of portfolio
0.01%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$118.0 - $127.04 $132,160 - $142,284
1,120 Added 36.25%
4,210 $511,000
Q3 2024

Nov 08, 2024
SELL
$108.44 - $120.37 $5,855 - $6,499
-54 Reduced 1.72%
3,090 $371,000
Q2 2024

Jul 22, 2024
BUY
$102.41 - $112.98 $11,981 - $13,218
117 Added 3.87%
3,144 $353,000
Q1 2024

May 13, 2024
BUY
$98.48 - $109.17 $6,401 - $7,096
65 Added 2.19%
3,027 $330,000
Q4 2023

Feb 02, 2024
BUY
$85.36 - $100.86 $50,874 - $60,112
596 Added 25.19%
2,962 $297,000
Q3 2023

Nov 08, 2023
SELL
$89.49 - $97.11 $736,681 - $799,409
-8,232 Reduced 77.68%
2,366 $212,000
Q2 2023

Aug 03, 2023
BUY
$85.65 - $93.64 $657,106 - $718,406
7,672 Added 262.2%
10,598 $992,000
Q1 2023

Aug 22, 2023
SELL
$81.64 - $90.01 $653,364 - $720,350
-8,003 Reduced 75.51%
2,595 $227,000
Q1 2023

Jun 14, 2023
BUY
$81.64 - $90.01 $27,022 - $29,793
331 Added 12.76%
2,926 $256,000
Q1 2023

May 10, 2023
SELL
$81.64 - $90.01 $27,022 - $29,793
-331 Reduced 11.31%
2,595 $227,000
Q4 2022

Aug 30, 2023
SELL
$75.77 - $88.09 $581,307 - $675,826
-7,672 Reduced 72.39%
2,926 $240,000
Q4 2022

Feb 13, 2023
SELL
$75.77 - $88.09 $292,396 - $339,939
-3,859 Reduced 56.88%
2,926 $240,000
Q3 2022

Nov 14, 2022
SELL
$75.91 - $92.66 $277,071 - $338,209
-3,650 Reduced 34.98%
6,785 $515,000
Q2 2022

Aug 15, 2022
SELL
$78.1 - $97.98 $1.01 Million - $1.26 Million
-12,910 Reduced 55.3%
10,435 $842,000
Q1 2022

May 16, 2022
BUY
$89.45 - $106.35 $2.09 Million - $2.48 Million
23,345 New
23,345 $2.26 Million

Others Institutions Holding SUSA

# of Institutions
508
Shares Held
18.9M
Call Options Held
100
Put Options Held
100
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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