Bar Harbor Wealth Management Ishares Tr Msci Usa Esg Select Transaction History

Bar Harbor Wealth Management

  • $1.52 Billion
  • Q2 2025

A detailed history of Bar Harbor Wealth Management transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Bar Harbor Wealth Management holds 2,402 shares of SUSA stock, worth $311,179. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,402
Previous 2,702 11.1%
Holding current value
$311,179
Previous $308,000 1.3%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$101.97 - $126.75 $30,591 - $38,025
-300 Reduced 11.1%
2,402 $304,000
Q1 2025

Apr 16, 2025
SELL
$113.22 - $126.36 $8,491 - $9,477
-75 Reduced 2.7%
2,702 $308,000
Q4 2024

Jan 13, 2025
BUY
$118.0 - $127.04 $11,092 - $11,941
94 Added 3.5%
2,777 $337,000
Q2 2024

Jul 17, 2024
BUY
$102.41 - $112.98 $81,928 - $90,384
800 Added 42.49%
2,683 $301,000
Q1 2024

Apr 23, 2024
SELL
$98.48 - $109.17 $18,711 - $20,742
-190 Reduced 9.17%
1,883 $205,000
Q4 2023

Jan 17, 2024
BUY
$85.36 - $100.86 $176,951 - $209,082
2,073 New
2,073 $208,000

Others Institutions Holding SUSA

# of Institutions
532
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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