Concurrent Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

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 2,416 shares of SUSA stock, worth $327,706. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,416
Previous 2,241 7.81%
Holding current value
$327,706
Previous $257 Million 18.95%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
$101.97 - $126.75 $17,844 - $22,181
175 Added 7.81%
2,416 $306 Million
Q1 2025

Apr 29, 2025
SELL
$113.22 - $126.36 $339 - $379
-3 Reduced 0.13%
2,241 $257 Million
Q4 2024

Feb 03, 2025
SELL
$118.0 - $127.04 $6,844 - $7,368
-58 Reduced 2.52%
2,244 $273 Million
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

# of Institutions
545
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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