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

Howard Wealth Management, LLC

$127 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$47.53 - $70.87 $7,889 - $11,764	-166 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$59.6 - $67.25 $9,893 - $11,163	166 New	166 $22,000

Others Institutions Holding SUSA

# of Institutions

490

Shares Held

19M

Call Options Held

200

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.6M
Shares

$192 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.5M
Shares

$180 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.18M
Shares

$141 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1M
Shares

$120 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

837K
Shares

$100 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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