A detailed history of Grand Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Grand Wealth Management, LLC holds 84 shares of SUSA stock, worth $10,458. This represents 0.01% of its overall portfolio holdings.

Number of Shares
84
Previous 84 -0.0%
Holding current value
$10,458
Previous $9,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$102.41 - $112.98 $536,628 - $592,015
-5,240 Reduced 98.42%
84 $9,000
Q4 2022

Feb 06, 2023

SELL
$75.77 - $88.09 $6,137 - $7,135
-81 Reduced 1.5%
5,324 $438,000
Q2 2022

Aug 25, 2022

BUY
$78.1 - $97.98 $12,886 - $16,166
165 Added 3.15%
5,405 $436,000
Q4 2021

Aug 25, 2022

BUY
$95.76 - $106.67 $501,782 - $558,950
5,240 New
5,240 $557,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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