Dakota Wealth Management Ishares Tr Msci Usa Esg Select Transaction History

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024

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 2,494 shares of SUSA stock, worth $283,343. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,494
Previous 2,489 0.2%
Holding current value
$283,343
Previous $299,000 1.34%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$118.0 - $127.04 $590 - $635
5 Added 0.2%
2,494 $303,000
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

# of Institutions
523
Shares Held
19.1M
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
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email