Gerber Kawasaki Wealth & Investment Management Ishares Tr Msci Usa Esg Select Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 9,663 shares of SUSA stock, worth $1.18 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,663

Previous 9,817 1.57%

Holding current value

$1.18 Million

Previous $1.1 Million 5.44%

% of portfolio

0.05%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$108.44 - $120.37 $16,699 - $18,536	-154 Reduced 1.57%	9,663 $1.16 Million
Q2 2024 Aug 13, 2024	SELL	$102.41 - $112.98 $70,150 - $77,391	-685 Reduced 6.52%	9,817 $1.1 Million
Q1 2024 May 13, 2024	SELL	$98.48 - $109.17 $109,312 - $121,178	-1,110 Reduced 9.56%	10,502 $1.15 Million
Q4 2023 Feb 12, 2024	BUY	$85.36 - $100.86 $100,554 - $118,813	1,178 Added 11.29%	11,612 $1.17 Million
Q3 2023 Nov 14, 2023	SELL	$89.49 - $97.11 $20,940 - $22,723	-234 Reduced 2.19%	10,434 $938,000
Q2 2023 Aug 10, 2023	BUY	$85.65 - $93.64 $18,671 - $20,413	218 Added 2.09%	10,668 $998,000
Q1 2023 May 15, 2023	SELL	$81.64 - $90.01 $8,490 - $9,361	-104 Reduced 0.99%	10,450 $917,000
Q4 2022 Feb 08, 2023	BUY	$75.77 - $88.09 $80,391 - $93,463	1,061 Added 11.18%	10,554 $868,000
Q3 2022 Nov 14, 2022	SELL	$75.91 - $92.66 $922,761 - $1.13 Million	-12,156 Reduced 56.15%	9,493 $720,000
Q2 2022 Aug 04, 2022	BUY	$78.1 - $97.98 $1.02 Million - $1.28 Million	13,015 Added 150.74%	21,649 $1.62 Million
Q1 2022 May 12, 2022	BUY	$89.45 - $106.35 $95,622 - $113,688	1,069 Added 14.13%	8,634 $836,000
Q4 2021 Feb 11, 2022	BUY	$95.76 - $106.67 $721,360 - $803,545	7,533 Added 23540.63%	7,565 $803,000
Q3 2021 Nov 15, 2021	SELL	$94.69 - $101.93 $398,455 - $428,921	-4,208 Reduced 99.25%	32 $32,000
Q2 2021 Aug 11, 2021	BUY	$88.83 - $95.54 $103,842 - $111,686	1,169 Added 38.07%	4,240 $405,000
Q1 2021 May 07, 2021	BUY	$81.34 - $87.82 $1,870 - $2,019	23 Added 0.75%	3,071 $269,000
Q4 2020 Feb 09, 2021	BUY	$72.19 - $82.34 $220,035 - $250,972	3,048 New	3,048 $251,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Gerber Kawasaki Wealth & Investment Management Ishares Tr Msci Usa Esg Select Transaction History