Global Retirement Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Global Retirement Partners, LLC holds 3,675 shares of SUSA stock, worth $459,338. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,675

Previous 3,665 0.27%

Holding current value

$459,338

Previous $411,000 7.54%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$108.44 - $120.37 $1,084 - $1,203	10 Added 0.27%	3,675 $442,000
Q2 2024 Jul 23, 2024	BUY	$102.41 - $112.98 $21,710 - $23,951	212 Added 6.14%	3,665 $411,000
Q1 2024 Apr 23, 2024	BUY	$98.48 - $109.17 $689 - $764	7 Added 0.2%	3,453 $376,000
Q4 2023 Jan 18, 2024	BUY	$85.36 - $100.86 $853 - $1,008	10 Added 0.29%	3,446 $346,000
Q3 2023 Oct 13, 2023	SELL	$89.49 - $97.11 $33,469 - $36,319	-374 Reduced 9.82%	3,436 $309,000
Q2 2023 Jul 20, 2023	BUY	$85.65 - $93.64 $599 - $655	7 Added 0.18%	3,810 $356,000
Q1 2023 May 05, 2023	BUY	$81.64 - $90.01 $70,863 - $78,128	868 Added 29.57%	3,803 $333,000
Q4 2022 Feb 13, 2023	BUY	$75.77 - $88.09 $833 - $968	11 Added 0.38%	2,935 $241,000
Q3 2022 Nov 03, 2022	BUY	$75.91 - $92.66 $30,212 - $36,878	398 Added 15.76%	2,924 $241,000
Q2 2022 Jul 15, 2022	BUY	$78.1 - $97.98 $546 - $685	7 Added 0.28%	2,526 $204,000
Q1 2022 Jul 14, 2022	BUY	$89.45 - $106.35 $225,324 - $267,895	2,519 New	2,519 $212,000
Q4 2021 Jan 21, 2022	SELL	$95.76 - $106.67 $1,149 - $1,280	-12 Closed	0 $0
Q2 2021 Jul 15, 2021	SELL	$88.83 - $95.54 $17,943 - $19,299	-202 Reduced 94.39%	12 $1,000
Q4 2020 Jan 13, 2021	BUY	$72.19 - $82.34 $7,724 - $8,810	107 Added 100.0%	214 $18,000
Q2 2019 Nov 19, 2019	BUY	N/A	6 Added 5.94%	107 $13,000
Q4 2018 Feb 22, 2019	BUY	N/A	101 New	101 $10,000

Others Institutions Holding SUSA

# of Institutions

502

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

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Global Retirement Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History