Destination Wealth Management Ishares Tr Msci Usa Esg Select Transaction History

Destination Wealth Management

$3.19 Billion
Q3 2024

A detailed history of Destination Wealth Management transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Destination Wealth Management holds 30,250 shares of SUSA stock, worth $3.79 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

30,250

Previous 30,585 1.1%

Holding current value

$3.79 Million

Previous $3.44 Million 5.97%

% of portfolio

0.11%

Previous 0.11%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 25, 2024	SELL	$108.44 - $120.37 $36,327 - $40,323	-335 Reduced 1.1%	30,250 $3.64 Million
Q2 2024 Jul 24, 2024	SELL	$102.41 - $112.98 $52,024 - $57,393	-508 Reduced 1.63%	30,585 $3.44 Million
Q1 2024 May 14, 2024	BUY	$98.48 - $109.17 $125,660 - $139,300	1,276 Added 4.28%	31,093 $3.39 Million
Q4 2023 Feb 13, 2024	SELL	$85.36 - $100.86 $304,137 - $359,364	-3,563 Reduced 10.67%	29,817 $3 Million
Q3 2023 Nov 14, 2023	BUY	$89.49 - $97.11 $200,278 - $217,332	2,238 Added 7.19%	33,380 $3 Million
Q2 2023 Aug 11, 2023	SELL	$85.65 - $93.64 $47,964 - $52,438	-560 Reduced 1.77%	31,142 $2.92 Million
Q1 2023 May 05, 2023	SELL	$81.64 - $90.01 $161,075 - $177,589	-1,973 Reduced 5.86%	31,702 $2.78 Million
Q4 2022 Feb 10, 2023	BUY	$75.77 - $88.09 $89,257 - $103,770	1,178 Added 3.62%	33,675 $2.77 Million
Q3 2022 Nov 10, 2022	BUY	$75.91 - $92.66 $239,647 - $292,527	3,157 Added 10.76%	32,497 $2.47 Million
Q2 2022 Jul 29, 2022	SELL	$78.1 - $97.98 $25,382 - $31,843	-325 Reduced 1.1%	29,340 $2.37 Million
Q1 2022 May 12, 2022	BUY	$89.45 - $106.35 $134,711 - $160,163	1,506 Added 5.35%	29,665 $2.87 Million
Q4 2021 Feb 04, 2022	BUY	$95.76 - $106.67 $179,550 - $200,006	1,875 Added 7.13%	28,159 $2.99 Million
Q3 2021 Oct 25, 2021	SELL	$94.69 - $101.93 $102,075 - $109,880	-1,078 Reduced 3.94%	26,284 $2.52 Million
Q2 2021 Aug 13, 2021	BUY	$88.83 - $95.54 $85,809 - $92,291	966 Added 3.66%	27,362 $2.61 Million
Q1 2021 May 05, 2021	BUY	$81.34 - $87.82 $43,842 - $47,334	539 Added 2.08%	26,396 $2.32 Million
Q4 2020 Feb 11, 2021	BUY	$72.19 - $82.34 $874,148 - $997,055	12,109 Added 88.08%	25,857 $2.13 Million
Q3 2020 Nov 12, 2020	SELL	$67.13 - $78.5 $123,317 - $144,204	-1,837 Reduced 11.79%	13,748 $2.02 Million
Q2 2020 Aug 14, 2020	SELL	$52.49 - $69.03 $127,025 - $167,052	-2,420 Reduced 13.44%	15,585 $2.09 Million
Q1 2020 May 13, 2020	SELL	$47.53 - $70.87 $283,944 - $423,377	-5,974 Reduced 24.91%	18,005 $1.98 Million
Q4 2019 Feb 12, 2020	BUY	$59.6 - $67.25 $88,148 - $99,462	1,479 Added 6.57%	23,979 $3.21 Million
Q3 2019 Nov 13, 2019	BUY	$61.15 - $62.5 $117,408 - $120,000	1,920 Added 9.33%	22,500 $2.78 Million
Q2 2019 Jul 19, 2019	BUY	N/A	699 Added 3.52%	20,580 $2.51 Million
Q1 2019 May 01, 2019	BUY	N/A	2,205 Added 12.47%	19,881 $2.35 Million
Q4 2018 Feb 05, 2019	BUY	N/A	3,871 Added 28.04%	17,676 $1.82 Million
Q3 2018 Nov 07, 2018	BUY	N/A	276 Added 2.04%	13,805 $1.65 Million
Q2 2018 Jul 31, 2018	SELL	N/A	-992 Reduced 6.83%	13,529 $1.53 Million
Q1 2018 Apr 05, 2018	SELL	N/A	-1,003 Reduced 6.46%	14,521 $1.61 Million
Q4 2017 Feb 09, 2018	BUY	N/A	398 Added 2.63%	15,524 $1.72 Million
Q3 2017 Nov 09, 2017	BUY	N/A	1,934 Added 14.66%	15,126 $1.58 Million
Q2 2017 Aug 11, 2017	BUY	N/A	13,192	13,192 $1.35 Million

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

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Destination Wealth Management with notifications on news.

Account

Destination Wealth Management Ishares Tr Msci Usa Esg Select Transaction History