Evercore Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Evercore Wealth Management, LLC

  • $6.35 Billion
  • Q2 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 13,512 shares of SUSA stock, worth $1.62 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,512
Previous 13,512 -0.0%
Holding current value
$1.62 Million
Previous $1.48 Million 2.92%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
BUY
$75.77 - $88.09 $7,577 - $8,809
100 Added 0.75%
13,512 $1.11 Million
Q3 2022

Nov 14, 2022
SELL
$75.91 - $92.66 $26,568 - $32,431
-350 Reduced 2.54%
13,412 $1.02 Million
Q3 2021

Nov 15, 2021
SELL
$94.69 - $101.93 $658,095 - $708,413
-6,950 Reduced 33.56%
13,762 $1.32 Million
Q4 2020

Feb 16, 2021
BUY
$72.19 - $82.34 $747,599 - $852,713
10,356 Added 100.0%
20,712 $1.71 Million
Q2 2019

Aug 13, 2019
BUY
N/A
250 Added 2.47%
10,356 $1.26 Million
Q1 2019

May 14, 2019
BUY
N/A
954 Added 10.42%
10,106 $1.2 Million
Q3 2017

Nov 13, 2017
BUY
N/A
9,152
9,152 $956,000

Others Institutions Holding SUSA

# of Institutions
490
Shares Held
19M
Call Options Held
200
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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