Institutional & Family Asset Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 08, 2023
BUY
$81.64 - $90.01 $59,678 - $65,797
731 Added 5.27%
14,605 $1.28 Million
Q4 2022

Feb 08, 2023
SELL
$75.77 - $88.09 $1 Million - $1.16 Million
-13,225 Reduced 48.8%
13,874 $1.14 Million
Q3 2022

Nov 07, 2022
BUY
$75.91 - $92.66 $174,820 - $213,395
2,303 Added 9.29%
27,099 $2.06 Million
Q1 2022

May 11, 2022
SELL
$89.45 - $106.35 $39,626 - $47,113
-443 Reduced 1.76%
24,796 $2.4 Million
Q4 2021

Feb 14, 2022
SELL
$95.76 - $106.67 $67,893 - $75,629
-709 Reduced 2.73%
25,239 $2.68 Million
Q3 2021

Nov 10, 2021
SELL
$94.69 - $101.93 $109,651 - $118,034
-1,158 Reduced 4.27%
25,948 $2.49 Million
Q2 2021

Aug 10, 2021
BUY
$88.83 - $95.54 $941,775 - $1.01 Million
10,602 Added 64.24%
27,106 $2.59 Million
Q1 2021

May 06, 2021
BUY
$81.34 - $87.82 $420,446 - $453,941
5,169 Added 45.6%
16,504 $1.45 Million
Q4 2020

Feb 03, 2021
BUY
$72.19 - $82.34 $394,734 - $450,235
5,468 Added 93.2%
11,335 $933,000
Q3 2020

Oct 30, 2020
SELL
$67.13 - $78.5 $25,308 - $29,594
-377 Reduced 6.04%
5,867 $863,000
Q2 2020

Aug 14, 2020
BUY
$52.49 - $69.03 $30,864 - $40,589
588 Added 10.4%
6,244 $835,000
Q1 2020

May 14, 2020
SELL
$47.53 - $70.87 $10,646 - $15,874
-224 Reduced 3.81%
5,656 $621,000
Q4 2019

Feb 14, 2020
SELL
$59.6 - $67.25 $4,052 - $4,573
-68 Reduced 1.14%
5,880 $788,000
Q3 2019

Nov 14, 2019
SELL
$61.15 - $62.5 $2,996 - $3,062
-49 Reduced 0.82%
5,948 $735,000
Q2 2019

Aug 14, 2019
BUY
N/A
17 Added 0.28%
5,997 $731,000
Q1 2019

May 13, 2019
SELL
N/A
-519 Reduced 7.99%
5,980 $707,000
Q4 2018

Feb 14, 2019
SELL
N/A
-1,532 Reduced 19.08%
6,499 $670,000
Q3 2018

Nov 13, 2018
SELL
N/A
-895 Reduced 10.03%
8,031 $959,000
Q2 2018

Aug 13, 2018
BUY
N/A
16 Added 0.18%
8,926 $1.01 Million
Q1 2018

May 14, 2018
BUY
N/A
8,910 New
8,910 $988,000

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
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