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

Fusion Family Wealth LLC

  • $982 Million
  • Q2 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 3,111 shares of SUSA stock, worth $357,578. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,111
Previous 3,111 -0.0%
Holding current value
$357,578
Previous $339,000 2.95%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 24, 2023
BUY
$79.35 - $88.09 $56,417 - $62,631
711 Added 29.63%
3,111 $0
Q3 2022

Oct 19, 2022
SELL
N/A
-728 Reduced 23.27%
2,400 $230,000
Q2 2022

Jul 11, 2022
BUY
N/A
3,128 New
3,128 $252,000
Q1 2022

Apr 28, 2022
SELL
N/A
-3,028 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
N/A
628 Added 26.17%
3,028 $322,000
Q4 2020

Feb 09, 2021
BUY
N/A
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
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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