Creative One Wealth, LLC Ishares Tr Msci Usa Esg Select Transaction History

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024

A detailed history of Creative One Wealth, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Creative One Wealth, LLC holds 1,918 shares of SUSA stock, worth $240,574. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,918
Holding current value
$240,574
% of portfolio
0.01%

Shares

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

Nov 13, 2024
BUY
$108.44 - $120.37 $207,987 - $230,869
1,918 New
1,918 $230,000
Q1 2024

May 14, 2024
BUY
$98.48 - $109.17 $233,299 - $258,623
2,369 New
2,369 $259,000
Q2 2023

Aug 16, 2023
SELL
$85.65 - $93.64 $45,822 - $50,097
-535 Reduced 19.49%
2,210 $207,000
Q2 2023

Aug 14, 2023
BUY
$85.65 - $93.64 $235,109 - $257,041
2,745 New
2,745 $250,000
Q3 2022

Nov 14, 2022
SELL
$75.91 - $92.66 $102,782 - $125,461
-1,354 Reduced 29.52%
3,233 $245,000
Q2 2022

Aug 12, 2022
BUY
$78.1 - $97.98 $35,769 - $44,874
458 Added 11.09%
4,587 $370,000
Q1 2022

May 13, 2022
SELL
$89.45 - $106.35 $41,683 - $49,559
-466 Reduced 10.14%
4,129 $400,000
Q4 2021

Feb 15, 2022
BUY
$95.76 - $106.67 $77,278 - $86,082
807 Added 21.3%
4,595 $488,000
Q3 2021

Nov 16, 2021
BUY
$94.69 - $101.93 $36,076 - $38,835
381 Added 11.18%
3,788 $363,000
Q2 2021

Aug 13, 2021
BUY
$88.83 - $95.54 $30,024 - $32,292
338 Added 11.01%
3,407 $326,000
Q1 2021

May 17, 2021
BUY
$81.34 - $87.82 $249,632 - $269,519
3,069 New
3,069 $270,000

Others Institutions Holding SUSA

# of Institutions
502
Shares Held
18.9M
Call Options Held
100
Put Options Held
100
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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