Brio Consultants, LLC Ishares Tr Msci Usa Esg Select Transaction History

Brio Consultants, LLC

  • $605 Million
  • Q2 2024

A detailed history of Brio Consultants, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Brio Consultants, LLC holds 3,000 shares of SUSA stock, worth $357,210. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,000
Previous 2,526 18.76%
Holding current value
$357,210
Previous $275,000 22.55%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Aug 05, 2024
BUY
$102.41 - $112.98 $48,542 - $53,552
474 Added 18.76%
3,000 $337,000
Q1 2024

Apr 29, 2024
BUY
$98.48 - $109.17 $295 - $327
3 Added 0.12%
2,526 $275,000
Q4 2023

Feb 02, 2024
SELL
$85.36 - $100.86 $6,743 - $7,967
-79 Reduced 3.04%
2,523 $253,000
Q3 2023

Oct 27, 2023
SELL
$89.49 - $97.11 $9,396 - $10,196
-105 Reduced 3.88%
2,602 $234,000
Q2 2023

Aug 09, 2023
BUY
$85.65 - $93.64 $599 - $655
7 Added 0.26%
2,707 $253,000
Q1 2023

May 04, 2023
BUY
$81.64 - $90.01 $816 - $900
10 Added 0.37%
2,700 $236,000
Q4 2022

Feb 07, 2023
SELL
$75.77 - $88.09 $909 - $1,057
-12 Reduced 0.44%
2,690 $221,000
Q3 2022

Oct 25, 2022
SELL
$75.91 - $92.66 $17,459 - $21,311
-230 Reduced 7.84%
2,702 $216,000
Q2 2022

Jul 14, 2022
SELL
$78.1 - $97.98 $312 - $391
-4 Reduced 0.14%
2,932 $238,000
Q1 2022

May 04, 2022
SELL
$89.45 - $106.35 $5,814 - $6,912
-65 Reduced 2.17%
2,936 $284,000
Q4 2021

Jan 19, 2022
SELL
$95.76 - $106.67 $33,803 - $37,654
-353 Reduced 10.52%
3,001 $319,000
Q3 2021

Oct 29, 2021
BUY
$94.69 - $101.93 $946 - $1,019
10 Added 0.3%
3,354 $322,000
Q2 2021

Jul 22, 2021
SELL
$88.83 - $95.54 $1,154 - $1,242
-13 Reduced 0.39%
3,344 $319,000
Q1 2021

Apr 26, 2021
BUY
$81.34 - $87.82 $732 - $790
9 Added 0.27%
3,357 $295,000
Q4 2020

Jan 11, 2021
BUY
$72.19 - $82.34 $109,873 - $125,321
1,522 Added 83.35%
3,348 $276,000
Q3 2020

Oct 26, 2020
BUY
$67.13 - $78.5 $335 - $392
5 Added 0.27%
1,826 $269,000
Q2 2020

Jul 14, 2020
BUY
$52.49 - $69.03 $95,584 - $125,703
1,821 New
1,821 $244,000

Others Institutions Holding SUSA

# of Institutions
490
Shares Held
19M
Call Options Held
200
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
Track This Portfolio

Track Brio Consultants, LLC Portfolio

Follow Brio Consultants, 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 Brio Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brio Consultants, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email