Kelman Lazarov, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Kelman Lazarov, Inc.

  • $525 Million
  • Q3 2024

A detailed history of Kelman Lazarov, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 1,735 shares of SUSA stock, worth $216,371. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,735
Previous 2,266 23.43%
Holding current value
$216,371
Previous $254,000 18.11%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 08, 2024
SELL
$108.44 - $120.37 $57,581 - $63,916
-531 Reduced 23.43%
1,735 $208,000
Q2 2024

Aug 12, 2024
SELL
$102.41 - $112.98 $6,247 - $6,891
-61 Reduced 2.62%
2,266 $254,000
Q1 2024

May 09, 2024
SELL
$98.48 - $109.17 $4,924 - $5,458
-50 Reduced 2.1%
2,327 $254,000
Q4 2023

Feb 01, 2024
SELL
$85.36 - $100.86 $1,024 - $1,210
-12 Reduced 0.5%
2,377 $238,000
Q3 2023

Oct 30, 2023
SELL
$89.49 - $97.11 $89 - $97
-1 Reduced 0.04%
2,389 $214,000
Q2 2023

Aug 04, 2023
SELL
$85.65 - $93.64 $1,113 - $1,217
-13 Reduced 0.54%
2,390 $223,000
Q1 2023

May 04, 2023
BUY
$81.64 - $90.01 $196,180 - $216,294
2,403 New
2,403 $210,000
Q3 2022

Oct 24, 2022
SELL
$75.91 - $92.66 $29,756 - $36,322
-392 Reduced 10.71%
3,267 $248,000
Q2 2022

Aug 08, 2022
BUY
$78.1 - $97.98 $43,111 - $54,084
552 Added 17.77%
3,659 $295,000
Q1 2022

May 10, 2022
BUY
$89.45 - $106.35 $13,596 - $16,165
152 Added 5.14%
3,107 $301,000
Q4 2021

Feb 09, 2022
SELL
$95.76 - $106.67 $21,641 - $24,107
-226 Reduced 7.1%
2,955 $314,000
Q3 2021

Nov 04, 2021
BUY
$94.69 - $101.93 $96,394 - $103,764
1,018 Added 47.06%
3,181 $305,000
Q2 2021

Aug 10, 2021
BUY
$88.83 - $95.54 $192,139 - $206,653
2,163 New
2,163 $207,000

Others Institutions Holding SUSA

# of Institutions
501
Shares Held
18.8M
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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