A detailed history of Flagship Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 1,100 shares of SUSA stock, worth $151,041. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,100
Previous 871 26.29%
Holding current value
$151,041
Previous $110 Million 35.16%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

BUY
$126.64 - $135.65 $29,000 - $31,063
229 Added 26.29%
1,100 $149 Million
Q2 2025

Aug 07, 2025

SELL
$101.97 - $126.75 $32,528 - $40,433
-319 Reduced 26.81%
871 $110 Million
Q1 2025

May 09, 2025

SELL
$113.22 - $126.36 $61,931 - $69,118
-547 Reduced 31.49%
1,190 $137 Million
Q4 2024

Feb 10, 2025

BUY
$118.0 - $127.04 $204,966 - $220,668
1,737 New
1,737 $211 Million

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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

Track Flagship Wealth Advisors, LLC Portfolio

Follow Flagship Wealth Advisors, LLC 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 Flagship Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flagship Wealth Advisors, LLC with notifications on news.