A detailed history of Capital Performance Advisors LLP transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Capital Performance Advisors LLP holds 2,525 shares of SUSA stock, worth $318,074. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,525
Previous 2,525 -0.0%
Holding current value
$318,074
Previous $283,000 7.07%
% of portfolio
0.09%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$85.36 - $100.86 $2,134 - $2,521
-25 Reduced 0.98%
2,525 $253,000
Q4 2022

Feb 06, 2023

BUY
$75.77 - $88.09 $193,213 - $224,629
2,550 New
2,550 $209,000
Q4 2021

Jan 28, 2022

BUY
$95.76 - $106.67 $244,188 - $272,008
2,550 New
2,550 $241,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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