Concord Wealth Partners Ishares Tr Msci Usa Esg Select Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Concord Wealth Partners holds 540 shares of SUSA stock, worth $73,245. This represents 0.01% of its overall portfolio holdings.

Number of Shares
540
Holding current value
$73,245
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$101.97 - $126.75 $55,063 - $68,445
540 New
540 $68,000
Q3 2023

Apr 30, 2024
BUY
$89.49 - $97.11 $62,643 - $67,977
700 New
700 $62,000
Q4 2022

Jan 27, 2023
BUY
$75.77 - $88.09 $53,039 - $61,663
700 New
700 $57,000
Q2 2021

Jul 29, 2021
SELL
$88.83 - $95.54 $14,212 - $15,286
-160 Reduced 18.6%
700 $67,000
Q4 2020

Feb 16, 2021
BUY
$72.19 - $82.34 $62,083 - $70,812
860 New
860 $71,000

Others Institutions Holding SUSA

# of Institutions
546
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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