A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 127 shares of SUSA stock, worth $15,812. This represents 0.0% of its overall portfolio holdings.

Number of Shares
127
Previous 127 -0.0%
Holding current value
$15,812
Previous $11,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 09, 2023

SELL
$81.64 - $90.01 $323,620 - $356,799
-3,964 Reduced 96.9%
127 $11,000
Q4 2022

Jan 27, 2023

BUY
$75.77 - $88.09 $985 - $1,145
13 Added 0.32%
4,091 $0
Q3 2022

Nov 02, 2022

BUY
$75.91 - $92.66 $1,138 - $1,389
15 Added 0.37%
4,078 $310,000
Q2 2022

Aug 25, 2022

BUY
$78.1 - $97.98 $624 - $783
8 Added 0.2%
4,063 $328,000
Q1 2022

May 06, 2022

BUY
$89.45 - $106.35 $805 - $957
9 Added 0.22%
4,055 $393,000
Q4 2021

Feb 11, 2022

BUY
$95.76 - $106.67 $766 - $853
8 Added 0.2%
4,046 $430,000
Q3 2021

Nov 09, 2021

BUY
$94.69 - $101.93 $282,176 - $303,751
2,980 Added 281.66%
4,038 $387,000
Q1 2021

May 14, 2021

BUY
$81.34 - $87.82 $86,057 - $92,913
1,058 New
1,058 $93,000
Q4 2018

Feb 14, 2019

SELL
N/A
-1,000 Closed
0 $0
Q3 2017

Nov 08, 2017

BUY
N/A
1,000
1,000 $105,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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