A detailed history of Gould Asset Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Gould Asset Management LLC holds 13,898 shares of SUSA stock, worth $1.71 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
13,898
Previous 14,238 2.39%
Holding current value
$1.71 Million
Previous $1.6 Million 4.57%
% of portfolio
0.36%
Previous 0.37%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$108.44 - $120.37 $36,869 - $40,925
-340 Reduced 2.39%
13,898 $1.67 Million
Q2 2024

Aug 05, 2024

SELL
$102.41 - $112.98 $49,156 - $54,230
-480 Reduced 3.26%
14,238 $1.6 Million
Q1 2024

May 03, 2024

SELL
$98.48 - $109.17 $40,376 - $44,759
-410 Reduced 2.71%
14,718 $1.61 Million
Q3 2023

Oct 23, 2023

SELL
$89.49 - $97.11 $15,660 - $16,994
-175 Reduced 1.14%
15,128 $1.36 Million
Q2 2023

Aug 07, 2023

BUY
$85.65 - $93.64 $29,977 - $32,774
350 Added 2.34%
15,303 $1.43 Million
Q1 2023

May 01, 2023

SELL
$81.64 - $90.01 $14,695 - $16,201
-180 Reduced 1.19%
14,953 $1.31 Million
Q4 2022

Feb 08, 2023

BUY
$75.77 - $88.09 $170,330 - $198,026
2,248 Added 17.45%
15,133 $1.25 Million
Q3 2022

Nov 14, 2022

SELL
$75.91 - $92.66 $11,006 - $13,435
-145 Reduced 1.11%
12,885 $978,000
Q2 2022

Aug 10, 2022

SELL
$78.1 - $97.98 $10,153 - $12,737
-130 Reduced 0.99%
13,030 $1.05 Million
Q1 2022

May 13, 2022

SELL
$89.45 - $106.35 $44,277 - $52,643
-495 Reduced 3.63%
13,160 $1.27 Million
Q4 2021

Feb 02, 2022

SELL
$95.76 - $106.67 $8,139 - $9,066
-85 Reduced 0.62%
13,655 $1.45 Million
Q3 2021

Nov 09, 2021

SELL
$94.69 - $101.93 $14,203 - $15,289
-150 Reduced 1.08%
13,740 $1.32 Million
Q2 2021

Aug 05, 2021

BUY
$88.83 - $95.54 $17,766 - $19,108
200 Added 1.46%
13,890 $1.33 Million
Q1 2021

May 07, 2021

SELL
$81.34 - $87.82 $54,497 - $58,839
-670 Reduced 4.67%
13,690 $1.2 Million
Q4 2020

Feb 02, 2021

BUY
$72.19 - $82.34 $503,164 - $573,909
6,970 Added 94.32%
14,360 $1.18 Million
Q3 2020

Nov 05, 2020

BUY
$67.13 - $78.5 $2,013 - $2,355
30 Added 0.41%
7,390 $1.09 Million
Q2 2020

Aug 05, 2020

SELL
$52.49 - $69.03 $11,285 - $14,841
-215 Reduced 2.84%
7,360 $985,000
Q1 2020

Apr 23, 2020

SELL
$47.53 - $70.87 $38,024 - $56,696
-800 Reduced 9.55%
7,575 $832,000
Q4 2019

Jan 17, 2020

SELL
$59.6 - $67.25 $91,784 - $103,565
-1,540 Reduced 15.53%
8,375 $1.12 Million
Q3 2019

Nov 12, 2019

SELL
$61.15 - $62.5 $29,046 - $29,687
-475 Reduced 4.57%
9,915 $1.23 Million
Q2 2019

Jul 31, 2019

BUY
N/A
465 Added 4.69%
10,390 $1.27 Million
Q1 2019

May 07, 2019

SELL
N/A
-40 Reduced 0.4%
9,925 $1.17 Million
Q4 2018

Feb 04, 2019

SELL
N/A
-675 Reduced 6.34%
9,965 $1.03 Million
Q3 2018

Nov 08, 2018

BUY
N/A
2,020 Added 23.43%
10,640 $1.27 Million
Q2 2018

Aug 13, 2018

BUY
N/A
505 Added 6.22%
8,620 $972,000
Q1 2018

May 04, 2018

SELL
N/A
-1,570 Reduced 16.21%
8,115 $900,000
Q4 2017

Feb 09, 2018

BUY
N/A
2,575 Added 36.22%
9,685 $1.08 Million
Q3 2017

Nov 09, 2017

BUY
N/A
7,110
7,110 $743,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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

Track Gould Asset Management LLC Portfolio

Follow Gould Asset Management 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 Gould Asset Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Gould Asset Management LLC with notifications on news.