Ep Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,837 shares of SUSA stock, worth $550,547. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,837
Previous 5,775 16.24%
Holding current value
$550,547
Previous $580,000 8.97%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$98.48 - $109.17 $92,374 - $102,401
-938 Reduced 16.24%
4,837 $528,000
Q4 2023

Feb 28, 2024
SELL
$85.36 - $100.86 $15,962 - $18,860
-187 Reduced 3.14%
5,775 $580,000
Q3 2023

Nov 22, 2023
SELL
$89.49 - $97.11 $430,894 - $467,584
-4,815 Reduced 44.68%
5,962 $536,000
Q2 2023

Aug 14, 2023
BUY
$85.65 - $93.64 $459,769 - $502,659
5,368 Added 99.24%
10,777 $1.01 Million
Q1 2023

Jun 05, 2023
BUY
$81.64 - $90.01 $441,590 - $486,864
5,409 New
5,409 $474,000

Others Institutions Holding SUSA

# of Institutions
482
Shares Held
19.2M
Call Options Held
100
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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