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 4,803 shares of SUSA stock, worth $589,616. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,803
Previous 4,821 0.37%
Holding current value
$589,616
Previous $541,000 6.84%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$108.44 - $120.37 $1,951 - $2,166
-18 Reduced 0.37%
4,803 $578,000
Q2 2024

Aug 19, 2024

SELL
$102.41 - $112.98 $1,638 - $1,807
-16 Reduced 0.33%
4,821 $541,000
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

About ISHARES TR MSCI USA ESG SELECT


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