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

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Iht Wealth Management, LLC holds 1,918 shares of SUSA stock, worth $235,453. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,918
Holding current value
$235,453
% of portfolio
0.01%

Shares

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

Nov 14, 2024
BUY
$108.44 - $120.37 $207,987 - $230,869
1,918 New
1,918 $230,000
Q1 2024

May 15, 2024
BUY
$98.48 - $109.17 $185,733 - $205,894
1,886 New
1,886 $205,000
Q3 2021

Nov 15, 2021
SELL
$94.69 - $101.93 $254,432 - $273,885
-2,687 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$88.83 - $95.54 $1,510 - $1,624
17 Added 0.64%
2,687 $257,000
Q1 2021

May 18, 2021
BUY
$81.34 - $87.82 $488 - $526
6 Added 0.23%
2,670 $234,000
Q4 2020

Feb 17, 2021
BUY
$72.19 - $82.34 $192,314 - $219,353
2,664 New
2,664 $219,000
Q2 2018

Aug 13, 2018
SELL
N/A
-245 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
245
245 $28,000

Others Institutions Holding SUSA

# of Institutions
503
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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