Capital Advisors Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Capital Advisors Wealth Management, LLC

$538 Million
Q3 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 2,259 shares of SUSA stock, worth $281,268. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,259

Previous 2,254 0.22%

Holding current value

$281,268

Previous $253,000 7.11%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$108.44 - $120.37 $542 - $601	5 Added 0.22%	2,259 $271,000
Q2 2024 Jul 16, 2024	SELL	$102.41 - $112.98 $30,723 - $33,894	-300 Reduced 11.75%	2,254 $253,000
Q1 2024 Apr 12, 2024	SELL	$98.48 - $109.17 $1,477 - $1,637	-15 Reduced 0.58%	2,554 $278,000
Q4 2023 Jan 08, 2024	BUY	$85.36 - $100.86 $16,559 - $19,566	194 Added 8.17%	2,569 $258,000
Q3 2023 Oct 10, 2023	BUY	$89.49 - $97.11 $2,237 - $2,427	25 Added 1.06%	2,375 $213,000
Q2 2023 Jul 11, 2023	BUY	$85.65 - $93.64 $4,539 - $4,962	53 Added 2.31%	2,350 $220,000
Q1 2023 Apr 14, 2023	BUY	$81.64 - $90.01 $187,527 - $206,752	2,297 New	2,297 $201,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Capital Advisors Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History