Hcr Wealth Advisors Ishares Tr Msci Usa Esg Select Transaction History

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,578 shares of SUSA stock, worth $315,005. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,578
Previous 2,628 1.9%
Holding current value
$315,005
Previous $316,000 0.95%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$118.0 - $127.04 $5,900 - $6,352
-50 Reduced 1.9%
2,578 $313,000
Q3 2024

Oct 10, 2024
BUY
$108.44 - $120.37 $10,844 - $12,037
100 Added 3.96%
2,628 $316,000
Q4 2023

Feb 09, 2024
BUY
$85.36 - $100.86 $2,390 - $2,824
28 Added 1.12%
2,528 $254,000
Q4 2022

Feb 13, 2023
BUY
$75.77 - $88.09 $189,425 - $220,225
2,500 New
2,500 $205,000
Q2 2021

Jul 21, 2021
SELL
$88.83 - $95.54 $26,649 - $28,662
-300 Reduced 10.71%
2,500 $239,000
Q1 2021

May 13, 2021
BUY
$81.34 - $87.82 $24,402 - $26,345
300 Added 12.0%
2,800 $246,000
Q4 2020

Feb 04, 2021
BUY
$72.19 - $82.34 $90,237 - $102,925
1,250 Added 100.0%
2,500 $206,000
Q4 2019

Feb 07, 2020
BUY
$59.6 - $67.25 $74,500 - $84,062
1,250 New
1,250 $168,000

Others Institutions Holding SUSA

# of Institutions
524
Shares Held
19.2M
Call Options Held
0
Put Options Held
0
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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