Burt Wealth Advisors Ishares Tr Msci Usa Esg Select Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 15, 2021	SELL	$81.34 - $87.82 $2,114 - $2,283	-26 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$72.19 - $82.34 $1,876 - $2,140	26 New	26 $2,000

Others Institutions Holding SUSA

# of Institutions

502

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$200 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$187 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$146 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$125 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$102 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.