Iag Wealth Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History

Iag Wealth Partners, LLC

  • $535 Million
  • Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 1,963 shares of SUSA stock, worth $247,357. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,963
Previous 2,068 5.08%
Holding current value
$247,357
Previous $232,000 1.72%
% of portfolio
0.04%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$108.44 - $120.37 $11,386 - $12,638
-105 Reduced 5.08%
1,963 $236,000
Q2 2024

Jul 16, 2024
BUY
$102.41 - $112.98 $15,771 - $17,398
154 Added 8.05%
2,068 $232,000
Q1 2024

Apr 24, 2024
SELL
$98.48 - $109.17 $28,066 - $31,113
-285 Reduced 12.96%
1,914 $208,000
Q4 2023

Feb 02, 2024
SELL
$85.36 - $100.86 $26,461 - $31,266
-310 Reduced 12.36%
2,199 $221,000
Q2 2023

Aug 10, 2023
SELL
$85.65 - $93.64 $17,729 - $19,383
-207 Reduced 7.62%
2,509 $234,000
Q1 2023

Apr 25, 2023
BUY
$81.64 - $90.01 $41,228 - $45,455
505 Added 22.84%
2,716 $238,000
Q4 2022

Feb 08, 2023
SELL
$75.77 - $88.09 $9,547 - $11,099
-126 Reduced 5.39%
2,211 $182,000
Q3 2022

Oct 26, 2022
SELL
$75.91 - $92.66 $19,357 - $23,628
-255 Reduced 9.84%
2,337 $177,000
Q2 2022

Aug 03, 2022
BUY
$78.1 - $97.98 $1,952 - $2,449
25 Added 0.97%
2,592 $209,000
Q1 2022

May 04, 2022
BUY
$89.45 - $106.35 $17,621 - $20,950
197 Added 8.31%
2,567 $249,000
Q4 2021

Feb 14, 2022
SELL
$95.76 - $106.67 $1,915 - $2,133
-20 Reduced 0.84%
2,370 $252,000
Q4 2020

Feb 11, 2021
BUY
$72.19 - $82.34 $80,780 - $92,138
1,119 Added 88.04%
2,390 $197,000
Q2 2020

Feb 11, 2021
BUY
$52.49 - $69.03 $16,009 - $21,054
305 Added 31.57%
1,271 $171,000
Q1 2020

Feb 11, 2021
BUY
$47.53 - $70.87 $7,794 - $11,622
164 Added 20.45%
966 $107,000
Q4 2019

Feb 11, 2021
BUY
$59.6 - $67.25 $47,799 - $53,934
802 New
802 $108,000

Others Institutions Holding SUSA

# of Institutions
502
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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