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

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 35,698 shares of SUSA stock, worth $4.5 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
35,698
Previous 27,494 29.84%
Holding current value
$4.5 Million
Previous $3.09 Million 39.07%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Nov 12, 2024
BUY
$108.44 - $120.37 $889,641 - $987,515
8,204 Added 29.84%
35,698 $4.3 Million
Q2 2024

Aug 14, 2024
BUY
$102.41 - $112.98 $408,718 - $450,903
3,991 Added 16.98%
27,494 $3.09 Million
Q1 2024

May 09, 2024
BUY
$98.48 - $109.17 $1.19 Million - $1.32 Million
12,051 Added 105.23%
23,503 $2.57 Million
Q4 2023

Feb 08, 2024
BUY
$85.36 - $100.86 $17,328 - $20,474
203 Added 1.8%
11,452 $1.15 Million
Q3 2023

Nov 07, 2023
BUY
$89.49 - $97.11 $1.01 Million - $1.09 Million
11,249 New
11,249 $1.01 Million

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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