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

Bradley & Co. Private Wealth Management, LLC

  • $162 Million
  • Q2 2025

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 3,984 shares of SUSA stock, worth $540,389. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,984
Previous 3,984 -0.0%
Holding current value
$540,389
Previous $457,000 10.28%
% of portfolio
0.31%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$113.22 - $126.36 $3,283 - $3,664
-29 Reduced 0.72%
3,984 $457,000
Q4 2024

Feb 04, 2025
BUY
$118.0 - $127.04 $25,724 - $27,694
218 Added 5.74%
4,013 $487,000
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
545
Shares Held
18.3M
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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