Bradley & Co. Private Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $134 Million
  • Q2 2024

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 3,795 shares of SUSA stock, worth $465,418. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,795
Previous 1,800 110.83%
Holding current value
$465,418
Previous $196,000 117.35%
% of portfolio
0.32%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$102.41 - $112.98 $204,307 - $225,395
1,995 Added 110.83%
3,795 $426,000
Q3 2021

Nov 05, 2021
SELL
$94.69 - $101.93 $1,893 - $2,038
-20 Reduced 1.1%
1,800 $0
Q1 2021

May 12, 2021
BUY
$81.34 - $87.82 $148,038 - $159,832
1,820 New
1,820 $160,000

Others Institutions Holding SUSA

# of Institutions
504
Shares Held
18.9M
Call Options Held
100
Put Options Held
100
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Bradley & Co. Private Wealth Management, LLC Portfolio

Follow Bradley & Co. Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bradley & Co. Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bradley & Co. Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email