Hb Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Hb Wealth Management, LLC holds 15,640 shares of SUSA stock, worth $1.95 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,640
Previous 15,640 -0.0%
Holding current value
$1.95 Million
Previous $1.76 Million 7.11%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 26, 2024
BUY
$102.41 - $112.98 $40,554 - $44,740
396 Added 2.6%
15,640 $1.76 Million
Q1 2024

Apr 30, 2024
BUY
$98.48 - $109.17 $19,794 - $21,943
201 Added 1.34%
15,244 $1.66 Million
Q4 2023

Jan 16, 2024
SELL
$85.36 - $100.86 $121,296 - $143,322
-1,421 Reduced 8.63%
15,043 $1.51 Million
Q3 2023

Oct 13, 2023
BUY
$89.49 - $97.11 $12,618 - $13,692
141 Added 0.86%
16,464 $1.48 Million
Q2 2023

Jul 13, 2023
SELL
$85.65 - $93.64 $14,903 - $16,293
-174 Reduced 1.05%
16,323 $1.53 Million
Q1 2023

Apr 13, 2023
SELL
$81.64 - $90.01 $5,061 - $5,580
-62 Reduced 0.37%
16,497 $1.45 Million
Q4 2022

Jan 20, 2023
SELL
$75.77 - $88.09 $8,486 - $9,866
-112 Reduced 0.67%
16,559 $0
Q3 2022

Oct 19, 2022
BUY
$75.91 - $92.66 $22,924 - $27,983
302 Added 1.84%
16,671 $1.27 Million
Q2 2022

Jul 15, 2022
SELL
$78.1 - $97.98 $262,650 - $329,506
-3,363 Reduced 17.04%
16,369 $1.32 Million
Q1 2022

May 16, 2022
BUY
$89.45 - $106.35 $17,711 - $21,057
198 Added 1.01%
19,732 $1.91 Million
Q4 2021

Feb 15, 2022
BUY
$95.76 - $106.67 $1.87 Million - $2.08 Million
19,534 New
19,534 $2.08 Million

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

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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