Ferguson Wellman Capital Management, Inc Ishares Tr Msci Usa Esg Select Transaction History

Ferguson Wellman Capital Management, Inc

  • $5.07 Billion
  • Q4 2024

A detailed history of Ferguson Wellman Capital Management, Inc transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 3,076 shares of SUSA stock, worth $369,181. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,076
Previous 3,086 0.32%
Holding current value
$369,181
Previous $371,000 0.81%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$118.0 - $127.04 $1,180 - $1,270
-10 Reduced 0.32%
3,076 $374,000
Q3 2024

Nov 06, 2024
BUY
$108.44 - $120.37 $16,916 - $18,777
156 Added 5.32%
3,086 $371,000
Q3 2024

Oct 18, 2024
SELL
$108.44 - $120.37 $16,916 - $18,777
-156 Reduced 5.06%
2,930 $352,000
Q2 2024

Jul 16, 2024
SELL
$102.41 - $112.98 $5,632 - $6,213
-55 Reduced 1.75%
3,086 $346,000
Q1 2024

Apr 09, 2024
SELL
$98.48 - $109.17 $5,416 - $6,004
-55 Reduced 1.72%
3,141 $342,000
Q4 2023

Jan 11, 2024
BUY
$85.36 - $100.86 $12,462 - $14,725
146 Added 4.79%
3,196 $321,000
Q3 2023

Oct 12, 2023
SELL
$89.49 - $97.11 $11,633 - $12,624
-130 Reduced 4.09%
3,050 $274,000
Q2 2023

Jul 11, 2023
SELL
$85.65 - $93.64 $2,141 - $2,341
-25 Reduced 0.78%
3,180 $297,000
Q3 2022

Oct 17, 2022
SELL
$75.91 - $92.66 $6,072 - $7,412
-80 Reduced 2.44%
3,205 $243,000
Q2 2022

Jul 14, 2022
SELL
$78.1 - $97.98 $3,904 - $4,899
-50 Reduced 1.5%
3,285 $265,000
Q1 2022

Apr 14, 2022
SELL
$89.45 - $106.35 $86,766 - $103,159
-970 Reduced 22.53%
3,335 $323,000
Q4 2021

Jan 10, 2022
SELL
$95.76 - $106.67 $22,695 - $25,280
-237 Reduced 5.22%
4,305 $457,000
Q3 2021

Oct 22, 2021
BUY
$94.69 - $101.93 $27,460 - $29,559
290 Added 6.82%
4,542 $436,000
Q2 2021

Jul 12, 2021
SELL
$88.83 - $95.54 $1,776 - $1,910
-20 Reduced 0.47%
4,252 $406,000
Q4 2020

Feb 04, 2021
BUY
$72.19 - $82.34 $145,246 - $165,668
2,012 Added 89.03%
4,272 $352,000
Q3 2020

Oct 13, 2020
SELL
$67.13 - $78.5 $671 - $785
-10 Reduced 0.44%
2,260 $332,000
Q2 2020

Aug 04, 2020
SELL
$52.49 - $69.03 $7,873 - $10,354
-150 Reduced 6.2%
2,270 $304,000
Q1 2020

Apr 21, 2020
SELL
$47.53 - $70.87 $13,688 - $20,410
-288 Reduced 10.64%
2,420 $266,000
Q4 2019

Jan 24, 2020
BUY
$59.6 - $67.25 $161,396 - $182,113
2,708 New
2,708 $363,000

Others Institutions Holding SUSA

# of Institutions
524
Shares Held
19.2M
Call Options Held
0
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
Track This Portfolio

Track Ferguson Wellman Capital Management, Inc Portfolio

Follow Ferguson Wellman Capital Management, 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 Ferguson Wellman Capital Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ferguson Wellman Capital Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email