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

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025

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 2,690 shares of SUSA stock, worth $328,153. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,690
Previous 7,964 66.22%
Holding current value
$328,153
Previous $968 Million 68.09%
% of portfolio
0.25%
Previous 0.77%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$113.22 - $126.36 $597,122 - $666,422
-5,274 Reduced 66.22%
2,690 $309 Million
Q4 2024

Feb 13, 2025
SELL
$118.0 - $127.04 $15,576 - $16,769
-132 Reduced 1.63%
7,964 $968 Million
Q3 2024

Nov 13, 2024
SELL
$108.44 - $120.37 $867 - $962
-8 Reduced 0.1%
8,096 $975 Million
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
522
Shares Held
18.5M
Call Options Held
0
Put Options Held
200
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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