A detailed history of Dakota Wealth Management transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Dakota Wealth Management holds 2,489 shares of SUSA stock, worth $312,195. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,489
Previous 2,482 0.28%
Holding current value
$312,195
Previous $278,000 7.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

BUY
$108.44 - $120.37 $759 - $842
7 Added 0.28%
2,489 $299,000
Q2 2024

Jul 19, 2024

BUY
$102.41 - $112.98 $409 - $451
4 Added 0.16%
2,482 $278,000
Q1 2024

Apr 24, 2024

BUY
$98.48 - $109.17 $492 - $545
5 Added 0.2%
2,478 $270,000
Q4 2023

Jan 30, 2024

BUY
$85.36 - $100.86 $1,280 - $1,512
15 Added 0.61%
2,473 $248,000
Q2 2023

Jul 31, 2023

BUY
$85.65 - $93.64 $210,527 - $230,167
2,458 New
2,458 $230,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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