Buckingham Strategic Wealth, LLC Ishares Tr Msci Usa Esg Select Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 6,715 shares of SUSA stock, worth $852,402. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,715
Previous 6,715 -0.0%
Holding current value
$852,402
Previous $733,000 2.86%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$98.48 - $109.17 $9,060 - $10,043
-92 Reduced 1.35%
6,715 $733,000
Q4 2023

Feb 14, 2024
BUY
$85.36 - $100.86 $63,507 - $75,039
744 Added 12.27%
6,807 $684,000
Q2 2023

Aug 11, 2023
BUY
$85.65 - $93.64 $36,572 - $39,984
427 Added 7.58%
6,063 $567,000
Q4 2022

Feb 13, 2023
SELL
$75.77 - $88.09 $25,913 - $30,126
-342 Reduced 5.72%
5,636 $463,000
Q2 2022

Aug 12, 2022
BUY
$78.1 - $97.98 $12,417 - $15,578
159 Added 2.73%
5,978 $482,000
Q4 2021

Feb 09, 2022
BUY
$95.76 - $106.67 $13,597 - $15,147
142 Added 2.5%
5,819 $618,000
Q3 2021

Nov 10, 2021
BUY
$94.69 - $101.93 $52,458 - $56,469
554 Added 10.81%
5,677 $545,000
Q2 2021

Aug 06, 2021
BUY
$88.83 - $95.54 $109,882 - $118,182
1,237 Added 31.83%
5,123 $489,000
Q4 2020

Feb 16, 2021
BUY
$72.19 - $82.34 $140,265 - $159,986
1,943 Added 100.0%
3,886 $320,000
Q1 2019

May 02, 2019
BUY
N/A
1,943 New
1,943 $230,000

Others Institutions Holding SUSA

# of Institutions
525
Shares Held
18.5M
Call Options Held
0
Put Options Held
200
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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