A detailed history of Clear Creek Financial Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 2,364 shares of SUSA stock, worth $283,467. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,364
Previous 4,345 45.59%
Holding current value
$283,467
Previous $474,000 44.09%
% of portfolio
0.03%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$102.41 - $112.98 $202,874 - $223,813
-1,981 Reduced 45.59%
2,364 $265,000
Q1 2024

Apr 26, 2024

SELL
$98.48 - $109.17 $312,083 - $345,959
-3,169 Reduced 42.17%
4,345 $474,000
Q4 2023

Jan 23, 2024

SELL
$85.36 - $100.86 $77,165 - $91,177
-904 Reduced 10.74%
7,514 $755,000
Q1 2023

Apr 20, 2023

SELL
$81.64 - $90.01 $311,538 - $343,478
-3,816 Reduced 31.19%
8,418 $738,000
Q4 2022

Jan 23, 2023

SELL
$75.77 - $88.09 $3,940 - $4,580
-52 Reduced 0.42%
12,234 $0
Q3 2022

Oct 24, 2022

BUY
$75.91 - $92.66 $479,295 - $585,055
6,314 Added 105.73%
12,286 $933,000
Q2 2022

Jul 27, 2022

BUY
$78.1 - $97.98 $466,413 - $585,136
5,972 New
5,972 $482,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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