Integrated Wealth Concepts LLC Ishares Tr Msci Usa Esg Select Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 14,890 shares of SUSA stock, worth $2.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,890
Previous 12,924 15.21%
Holding current value
$2.02 Million
Previous $1.48 Million 27.16%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$101.97 - $126.75 $200,473 - $249,190
1,966 Added 15.21%
14,890 $1.89 Million
Q1 2025

May 15, 2025
SELL
$113.22 - $126.36 $56,043 - $62,548
-495 Reduced 3.69%
12,924 $1.48 Million
Q4 2024

Feb 14, 2025
SELL
$118.0 - $127.04 $15,930 - $17,150
-135 Reduced 1.0%
13,419 $1.63 Million
Q3 2024

Nov 14, 2024
SELL
$108.44 - $120.37 $49,231 - $54,647
-454 Reduced 3.24%
13,554 $1.63 Million
Q2 2024

Aug 14, 2024
BUY
$102.41 - $112.98 $204 - $225
2 Added 0.01%
14,008 $1.57 Million
Q1 2024

May 15, 2024
SELL
$98.48 - $109.17 $56,921 - $63,100
-578 Reduced 3.96%
14,006 $1.53 Million
Q4 2023

Feb 13, 2024
BUY
$85.36 - $100.86 $62,910 - $74,333
737 Added 5.32%
14,584 $1.47 Million
Q3 2023

Nov 15, 2023
SELL
$89.49 - $97.11 $55,573 - $60,305
-621 Reduced 4.29%
13,847 $1.25 Million
Q2 2023

Aug 15, 2023
SELL
$85.65 - $93.64 $26,294 - $28,747
-307 Reduced 2.08%
14,468 $1.35 Million
Q1 2023

May 03, 2023
SELL
$81.64 - $90.01 $14,287 - $15,751
-175 Reduced 1.17%
14,775 $1.3 Million
Q4 2022

Feb 13, 2023
BUY
$75.77 - $88.09 $26,216 - $30,479
346 Added 2.37%
14,950 $1.23 Million
Q3 2022

Nov 14, 2022
BUY
$75.91 - $92.66 $786,275 - $959,772
10,358 Added 243.95%
14,604 $1.11 Million
Q2 2022

Aug 08, 2022
BUY
$78.1 - $97.98 $53,107 - $66,626
680 Added 19.07%
4,246 $343,000
Q1 2022

May 12, 2022
BUY
$89.45 - $106.35 $53,938 - $64,129
603 Added 20.35%
3,566 $345,000
Q4 2021

Feb 15, 2022
BUY
$95.76 - $106.67 $2,202 - $2,453
23 Added 0.78%
2,963 $315,000
Q3 2021

Nov 15, 2021
BUY
$94.69 - $101.93 $278,388 - $299,674
2,940 New
2,940 $282,000
Q4 2020

Feb 12, 2021
SELL
$72.19 - $82.34 $133,551 - $152,329
-1,850 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
$67.13 - $78.5 $8,189 - $9,577
122 Added 7.06%
1,850 $272,000
Q2 2020

Jul 30, 2020
BUY
$52.49 - $69.03 $90,702 - $119,283
1,728 New
1,728 $231,000

Others Institutions Holding SUSA

# of Institutions
546
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
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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