Balanced Rock Investment Advisor Ishares Tr Msci Usa Esg Select Transaction History

Balanced Rock Investment Advisor

  • $119 Billion
  • Q2 2024

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 8,104 shares of SUSA stock, worth $969,400. This represents 0.77% of its overall portfolio holdings.

Number of Shares
8,104
Previous 7,498 8.08%
Holding current value
$969,400
Previous $819 Million 11.25%
% of portfolio
0.77%
Previous 0.7%

Shares

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

Jul 31, 2024
BUY
$102.41 - $112.98 $62,060 - $68,465
606 Added 8.08%
8,104 $911 Million
Q1 2024

May 13, 2024
SELL
$98.48 - $109.17 $49,535 - $54,912
-503 Reduced 6.29%
7,498 $819 Million
Q4 2023

Feb 13, 2024
BUY
$85.36 - $100.86 $682,965 - $806,980
8,001 New
8,001 $804 Million

Others Institutions Holding SUSA

# of Institutions
490
Shares Held
19M
Call Options Held
200
Put Options Held
0
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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