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

Balanced Rock Investment Advisor

  • $128 Billion
  • Q3 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 8,096 shares of SUSA stock, worth $993,864. This represents 0.76% of its overall portfolio holdings.

Number of Shares
8,096
Previous 8,104 0.1%
Holding current value
$993,864
Previous $911 Million 7.01%
% of portfolio
0.76%
Previous 0.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
503
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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