A detailed history of Captrust Financial Advisors transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Captrust Financial Advisors holds 15,381 shares of SUSA stock, worth $1.89 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,381
Previous 12,721 20.91%
Holding current value
$1.89 Million
Previous $1.43 Million 29.53%
% of portfolio
0.01%
Previous 0.0%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$108.44 - $120.37 $288,450 - $320,184
2,660 Added 20.91%
15,381 $1.85 Million
Q2 2024

Aug 14, 2024

BUY
$102.41 - $112.98 $65,030 - $71,742
635 Added 5.25%
12,721 $1.43 Million
Q1 2024

May 15, 2024

BUY
$98.48 - $109.17 $129,993 - $144,104
1,320 Added 12.26%
12,086 $1.32 Million
Q4 2023

Feb 14, 2024

SELL
$85.36 - $100.86 $19,035 - $22,491
-223 Reduced 2.03%
10,766 $1.08 Million
Q3 2023

Nov 14, 2023

SELL
$89.49 - $97.11 $20,045 - $21,752
-224 Reduced 2.0%
10,989 $988,000
Q2 2023

Aug 14, 2023

SELL
$85.65 - $93.64 $86,420 - $94,482
-1,009 Reduced 8.26%
11,213 $1.05 Million
Q1 2023

May 15, 2023

BUY
$81.64 - $90.01 $136,665 - $150,676
1,674 Added 15.87%
12,222 $1.07 Million
Q4 2022

Feb 15, 2023

SELL
$75.77 - $88.09 $1.01 Million - $1.17 Million
-13,318 Reduced 55.8%
10,548 $868,000
Q3 2022

Nov 16, 2022

BUY
$75.91 - $92.66 $75,302 - $91,918
992 Added 4.34%
23,866 $1.81 Million
Q2 2022

Aug 16, 2022

BUY
$78.1 - $97.98 $400,496 - $502,441
5,128 Added 28.9%
22,874 $1.85 Million
Q1 2022

May 16, 2022

BUY
$89.45 - $106.35 $115,211 - $136,978
1,288 Added 7.83%
17,746 $1.72 Million
Q4 2021

Feb 14, 2022

BUY
$95.76 - $106.67 $1.33 Million - $1.48 Million
13,920 Added 548.46%
16,458 $1.75 Million
Q2 2021

Aug 16, 2021

SELL
$88.83 - $95.54 $3,109 - $3,343
-35 Reduced 1.36%
2,538 $242,000
Q1 2021

May 17, 2021

SELL
$81.34 - $87.82 $61,655 - $66,567
-758 Reduced 22.76%
2,573 $226,000
Q4 2020

Feb 16, 2021

BUY
$72.19 - $82.34 $120,268 - $137,178
1,666 Added 100.06%
3,331 $274,000
Q3 2020

Nov 17, 2020

SELL
$67.13 - $78.5 $21,213 - $24,806
-316 Reduced 15.95%
1,665 $246,000
Q2 2020

Aug 14, 2020

BUY
$52.49 - $69.03 $52 - $69
1 Added 0.05%
1,981 $266,000
Q1 2020

May 15, 2020

SELL
$47.53 - $70.87 $5,798 - $8,646
-122 Reduced 5.8%
1,980 $208,000
Q4 2019

Feb 14, 2020

SELL
$59.6 - $67.25 $8,284 - $9,347
-139 Reduced 6.2%
2,102 $284,000
Q3 2019

Nov 14, 2019

SELL
$61.15 - $62.5 $18,650 - $19,062
-305 Reduced 11.98%
2,241 $277,000
Q2 2019

Aug 13, 2019

BUY
N/A
325 Added 14.63%
2,546 $310,000
Q1 2019

May 15, 2019

BUY
N/A
1,221 Added 122.1%
2,221 $263,000
Q2 2018

Aug 13, 2018

BUY
N/A
600 Added 150.0%
1,000 $113,000
Q1 2018

May 15, 2018

SELL
N/A
-400 Reduced 50.0%
400 $43,000
Q3 2017

Feb 16, 2018

BUY
N/A
360 Added 81.82%
800 $88,000
Q3 2017

Nov 13, 2017

BUY
N/A
440
440 $46,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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