Bartlett & Co. LLC Ishares Tr Msci Usa Esg Select Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

A detailed history of Bartlett & Co. LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Bartlett & Co. LLC holds 2,820 shares of SUSA stock, worth $326,697. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,820

Previous 2,820 -0.0%

Holding current value

$326,697

Previous $255,000 11.37%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 04, 2023	SELL	$75.77 - $88.09 $15,154 - $17,618	-200 Reduced 6.62%	2,820 $232,000
Q3 2022 Oct 17, 2022	SELL	$75.91 - $92.66 $2,049 - $2,501	-27 Reduced 0.89%	3,020 $229,000
Q2 2022 Aug 02, 2022	SELL	$78.1 - $97.98 $3,124 - $3,919	-40 Reduced 1.3%	3,047 $246,000
Q3 2021 Oct 15, 2021	SELL	$94.69 - $101.93 $22,252 - $23,953	-235 Reduced 7.07%	3,087 $296,000
Q2 2021 Jul 19, 2021	SELL	$88.83 - $95.54 $2,487 - $2,675	-28 Reduced 0.84%	3,322 $317,000
Q1 2021 Apr 19, 2021	SELL	$81.34 - $87.82 $4,067 - $4,391	-50 Reduced 1.47%	3,350 $294,000
Q4 2020 Jan 20, 2021	BUY	$72.19 - $82.34 $122,723 - $139,978	1,700 Added 100.0%	3,400 $280,000
Q3 2020 Oct 20, 2020	SELL	$67.13 - $78.5 $5,034 - $5,887	-75 Reduced 4.23%	1,700 $0
Q2 2020 Aug 03, 2020	SELL	$52.49 - $69.03 $8,660 - $11,389	-165 Reduced 8.51%	1,775 $237,000
Q3 2019 Nov 04, 2019	SELL	$61.15 - $62.5 $1.16 Million - $1.19 Million	-18,964 Reduced 90.72%	1,940 $240,000
Q2 2019 Jul 24, 2019	BUY	N/A	1,735 Added 9.05%	20,904 $2.55 Million
Q1 2019 Apr 23, 2019	BUY	N/A	2,128 Added 12.49%	19,169 $0
Q4 2018 Jan 23, 2019	BUY	N/A	295 Added 1.76%	17,041 $1.76 Million
Q3 2018 Oct 15, 2018	BUY	N/A	1,890 Added 12.72%	16,746 $2 Million
Q2 2018 Jul 31, 2018	BUY	N/A	1,645 Added 12.45%	14,856 $1.68 Million
Q1 2018 Apr 25, 2018	BUY	N/A	90 Added 0.69%	13,211 $1.47 Million
Q4 2017 Jan 19, 2018	BUY	N/A	8,601 Added 190.29%	13,121 $1.46 Million
Q3 2017 Oct 23, 2017	BUY	N/A	4,520	4,520 $472,000

Others Institutions Holding SUSA

# of Institutions

525

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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