Balanced Rock Investment Advisor Ishares Tr Msci Usa Esg Select Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 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 2,528 shares of SUSA stock, worth $342,897. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,528
Previous 2,690
6.02%
Holding current value
$342,897
Previous $309 Million
3.7%
% of portfolio
0.25%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding SUSA
# of Institutions
545Shares Held
18.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.5MShares$203 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.46MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.05MShares$142 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.04MShares$141 Million0.09% of portfolio
-
Spinnaker Trust595KShares$80.7 Million4.59% of portfolio