Fusion Family Wealth LLC Ishares Tr Msci Usa Esg Select Transaction History

Fusion Family Wealth LLC

$1.09 Billion
Q4 2024

A detailed history of Fusion Family Wealth LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Fusion Family Wealth LLC holds 2,884 shares of SUSA stock, worth $342,417. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,884

Previous 3,111 7.3%

Holding current value

$342,417

Previous $374,000 6.42%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$118.0 - $127.04 $26,786 - $28,838	-227 Reduced 7.3%	2,884 $350,000
Q4 2022 Jan 24, 2023	BUY	$75.77 - $88.09 $53,872 - $62,631	711 Added 29.63%	3,111 $0
Q3 2022 Oct 19, 2022	SELL	$75.91 - $92.66 $55,262 - $67,456	-728 Reduced 23.27%	2,400 $230,000
Q2 2022 Jul 11, 2022	BUY	$78.1 - $97.98 $244,296 - $306,481	3,128 New	3,128 $252,000
Q1 2022 Apr 28, 2022	SELL	$89.45 - $106.35 $270,854 - $322,027	-3,028 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$95.76 - $106.67 $60,137 - $66,988	628 Added 26.17%	3,028 $322,000
Q4 2020 Feb 09, 2021	BUY	$72.19 - $82.34 $86,628 - $98,808	1,200 Added 100.0%	2,400 $198,000
Q3 2018 Nov 07, 2018	SELL	N/A	-50 Reduced 4.0%	1,200 $143,000
Q2 2018 Aug 03, 2018	SELL	N/A	-300 Reduced 19.35%	1,250 $141,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,550	1,550 $159,000

Others Institutions Holding SUSA

# of Institutions

525

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Fusion Family Wealth LLC Ishares Tr Msci Usa Esg Select Transaction History