Financial Network Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Financial Network Wealth Management LLC

$263 Million
Q2 2024

A detailed history of Financial Network Wealth Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Financial Network Wealth Management LLC holds 33,792 shares of SUSA stock, worth $4.04 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

33,792

Previous 35,135 3.82%

Holding current value

$4.04 Million

Previous $3.77 Million 0.64%

% of portfolio

1.45%

Previous 1.79%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$102.41 - $112.98 $137,536 - $151,732	-1,343 Reduced 3.82%	33,792 $3.8 Million
Q1 2024 May 09, 2024	SELL	$98.48 - $109.17 $34,172 - $37,881	-347 Reduced 0.98%	35,135 $3.77 Million
Q4 2023 Jan 09, 2024	BUY	$85.36 - $100.86 $525,134 - $620,490	6,152 Added 20.98%	35,482 $3.57 Million
Q3 2023 Nov 02, 2023	BUY	$89.49 - $97.11 $174,237 - $189,073	1,947 Added 7.11%	29,330 $2.63 Million
Q2 2023 Jul 31, 2023	SELL	$85.65 - $93.64 $68,520 - $74,912	-800 Reduced 2.84%	27,383 $2.56 Million
Q1 2023 May 04, 2023	BUY	$81.64 - $90.01 $22,042 - $24,302	270 Added 0.97%	28,183 $2.47 Million
Q4 2022 Feb 09, 2023	BUY	$75.77 - $88.09 $1.71 Million - $1.98 Million	22,505 Added 416.14%	27,913 $2.3 Million
Q4 2020 Feb 12, 2021	BUY	$72.19 - $82.34 $390,403 - $445,294	5,408 New	5,408 $445,000

Others Institutions Holding SUSA

# of Institutions

491

Shares Held

19M

Call Options Held

200

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
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Financial Network Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History