A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,302 shares of SUSA stock, worth $281,948. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,302
Previous 2,359 2.42%
Holding current value
$281,948
Previous $265 Million 4.53%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024

SELL
$108.44 - $120.37 $6,181 - $6,861
-57 Reduced 2.42%
2,302 $277 Million
Q2 2024

Jul 30, 2024

BUY
$102.41 - $112.98 $38,506 - $42,480
376 Added 18.96%
2,359 $265 Million
Q1 2024

May 07, 2024

BUY
$98.48 - $109.17 $195,285 - $216,484
1,983 New
1,983 $216 Million

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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