Hilltop Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Hilltop Wealth Advisors, LLC

$198 Million
Q4 2024

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 43,900 shares of SUSA stock, worth $5.46 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

43,900

Previous 44,610 1.59%

Holding current value

$5.46 Million

Previous $5.37 Million 0.6%

% of portfolio

2.7%

Previous 2.51%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	SELL	$118.0 - $127.04 $83,780 - $90,198	-710 Reduced 1.59%	43,900 $5.34 Million
Q3 2024 Oct 09, 2024	BUY	$108.44 - $120.37 $3.09 Million - $3.43 Million	28,457 Added 176.17%	44,610 $5.37 Million
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	$75.77 - $88.09 $1.04 Million - $1.2 Million	13,675 Added 169.2%	21,757 $1.79 Million
Q3 2022 Nov 10, 2022	SELL	$75.91 - $92.66 $499,032 - $609,146	-6,574 Reduced 44.86%	8,082 $614,000
Q2 2022 Jul 15, 2022	BUY	$78.1 - $97.98 $125,506 - $157,453	1,607 Added 12.32%	14,656 $1.18 Million
Q1 2022 Apr 19, 2022	BUY	$89.45 - $106.35 $155,553 - $184,942	1,739 Added 15.38%	13,049 $1.26 Million
Q4 2021 Jan 19, 2022	BUY	$95.76 - $106.67 $264,680 - $294,835	2,764 Added 32.34%	11,310 $1.2 Million
Q3 2021 Oct 21, 2021	BUY	$94.69 - $101.93 $193,925 - $208,752	2,048 Added 31.52%	8,546 $820,000
Q2 2021 Jul 12, 2021	BUY	$88.83 - $95.54 $55,252 - $59,425	622 Added 10.59%	6,498 $621,000
Q1 2021 Apr 13, 2021	BUY	$81.34 - $87.82 $105,579 - $113,990	1,298 Added 28.35%	5,876 $516,000
Q4 2020 Jan 15, 2021	BUY	$72.19 - $82.34 $330,485 - $376,952	4,578 New	4,578 $377,000

Others Institutions Holding SUSA

# of Institutions

506

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Hilltop Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History