A detailed history of ETF Portfolio Partners, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, ETF Portfolio Partners, Inc. holds 3,310 shares of SUSA stock, worth $380,451. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,310
Previous 5,789 42.82%
Holding current value
$380,451
Previous $631,000 41.2%
% of portfolio
0.12%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

SELL
$102.41 - $112.98 $253,874 - $280,077
-2,479 Reduced 42.82%
3,310 $371,000
Q1 2024

May 03, 2024

BUY
$98.48 - $109.17 $5,416 - $6,004
55 Added 0.96%
5,789 $631,000
Q4 2023

Jan 18, 2024

BUY
$85.36 - $100.86 $1,024 - $1,210
12 Added 0.21%
5,734 $576,000
Q3 2023

Oct 16, 2023

SELL
$89.49 - $97.11 $10,291 - $11,167
-115 Reduced 1.97%
5,722 $514,000
Q2 2023

Jul 11, 2023

BUY
$85.65 - $93.64 $499,939 - $546,576
5,837 New
5,837 $546,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track ETF Portfolio Partners, Inc. Portfolio

Follow ETF Portfolio Partners, Inc. 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 ETF Portfolio Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on ETF Portfolio Partners, Inc. with notifications on news.