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

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,760 shares of SUSA stock, worth $315,054. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,760
Previous 2,760 -0.0%
Holding current value
$315,054
Previous $332 Million 1.01%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$108.44 - $120.37 $6,506 - $7,222
-60 Reduced 2.13%
2,760 $332 Million
Q4 2022

Feb 14, 2024
SELL
$75.77 - $88.09 $15,154 - $17,618
-200 Reduced 6.62%
2,820 $232 Million
Q3 2022

Feb 14, 2024
SELL
$75.91 - $92.66 $2,049 - $2,501
-27 Reduced 0.89%
3,020 $229 Million
Q2 2022

Feb 14, 2024
SELL
$78.1 - $97.98 $3,124 - $3,919
-40 Reduced 1.3%
3,047 $246 Million
Q3 2021

Feb 13, 2024
SELL
$94.69 - $101.93 $22,252 - $23,953
-235 Reduced 7.07%
3,087 $296 Million
Q2 2021

Feb 13, 2024
SELL
$88.83 - $95.54 $2,487 - $2,675
-28 Reduced 0.84%
3,322 $317 Million
Q1 2021

Feb 13, 2024
SELL
$81.34 - $87.82 $4,067 - $4,391
-50 Reduced 1.47%
3,350 $294 Million
Q4 2020

Feb 13, 2024
BUY
$72.19 - $82.34 $122,723 - $139,978
1,700 Added 100.0%
3,400 $280 Million
Q3 2020

Feb 13, 2024
SELL
$67.13 - $78.5 $5,034 - $5,887
-75 Reduced 4.23%
1,700 $250 Million
Q2 2020

Feb 13, 2024
SELL
$52.49 - $69.03 $8,660 - $11,389
-165 Reduced 8.51%
1,775 $237 Million
Q3 2019

Feb 13, 2024
SELL
$61.15 - $62.5 $1.16 Million - $1.19 Million
-18,964 Reduced 90.72%
1,940 $240 Million
Q2 2019

Feb 13, 2024
BUY
N/A
1,735 Added 9.05%
20,904 $2.55 Billion
Q1 2019

Feb 13, 2024
BUY
N/A
2,128 Added 12.49%
19,169 $2.27 Billion
Q4 2018

Feb 13, 2024
BUY
N/A
295 Added 1.76%
17,041 $1.76 Billion
Q3 2018

Feb 13, 2024
BUY
N/A
1,890 Added 12.72%
16,746 $2.01 Billion
Q2 2018

Feb 13, 2024
BUY
N/A
1,645 Added 12.45%
14,856 $1.68 Billion
Q1 2018

Feb 13, 2024
BUY
N/A
13,211 New
13,211 $1.46 Billion

Others Institutions Holding SUSA

# of Institutions
525
Shares Held
19.2M
Call Options Held
0
Put Options Held
0
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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