A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 16,153 shares of SUSA stock, worth $1.86 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
16,153
Previous 17,400 7.17%
Holding current value
$1.86 Million
Previous $1.9 Million 4.42%
% of portfolio
0.92%
Previous 0.98%

Shares

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

Jul 03, 2024

SELL
$102.41 - $112.98 $127,705 - $140,886
-1,247 Reduced 7.17%
16,153 $1.82 Million
Q1 2024

Apr 05, 2024

SELL
$98.48 - $109.17 $170,173 - $188,645
-1,728 Reduced 9.03%
17,400 $1.9 Million
Q4 2023

Jan 17, 2024

SELL
$85.36 - $100.86 $33,205 - $39,234
-389 Reduced 1.99%
19,128 $1.92 Million
Q3 2023

Oct 16, 2023

BUY
$89.49 - $97.11 $37,585 - $40,786
420 Added 2.2%
19,517 $1.76 Million
Q2 2023

Jul 19, 2023

SELL
$85.65 - $93.64 $232,368 - $254,045
-2,713 Reduced 12.44%
19,097 $1.79 Million
Q1 2023

Apr 19, 2023

BUY
$81.64 - $90.01 $4,326 - $4,770
53 Added 0.24%
21,810 $1.91 Million
Q4 2022

Feb 02, 2023

BUY
$79.35 - $88.09 $1.09 Million - $1.2 Million
13,675 Added 169.2%
21,757 $1.79 Million
Q3 2022

Nov 10, 2022

SELL
N/A
-6,574 Reduced 44.86%
8,082 $614,000
Q2 2022

Jul 15, 2022

BUY
N/A
1,607 Added 12.32%
14,656 $1.18 Million
Q1 2022

Apr 19, 2022

BUY
N/A
1,739 Added 15.38%
13,049 $1.26 Million
Q4 2021

Jan 19, 2022

BUY
N/A
2,764 Added 32.34%
11,310 $1.2 Million
Q3 2021

Oct 21, 2021

BUY
N/A
2,048 Added 31.52%
8,546 $820,000
Q2 2021

Jul 12, 2021

BUY
N/A
622 Added 10.59%
6,498 $621,000
Q1 2021

Apr 13, 2021

BUY
N/A
1,298 Added 28.35%
5,876 $516,000
Q4 2020

Jan 15, 2021

BUY
N/A
4,578 New
4,578 $377,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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