Kmg Fiduciary Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History

Kmg Fiduciary Partners, LLC

$1.45 Billion
Q3 2025

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 3,455 shares of SUSA stock, worth $468,636. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,455

Previous 3,387 2.01%

Holding current value

$468,636

Previous $429,000 9.09%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$126.64 - $135.65 $8,611 - $9,224	68 Added 2.01%	3,455 $468,000
Q2 2025 Jul 09, 2025	SELL	$101.97 - $126.75 $101 - $126	-1 Reduced 0.03%	3,387 $429,000
Q1 2025 Apr 14, 2025	SELL	$113.22 - $126.36 $8,491 - $9,477	-75 Reduced 2.17%	3,388 $386,000
Q4 2024 Jan 14, 2025	BUY	$118.0 - $127.04 $78,234 - $84,227	663 Added 23.68%	3,463 $421,000
Q3 2024 Oct 17, 2024	BUY	$108.44 - $120.37 $75,908 - $84,259	700 Added 33.33%	2,800 $337,000
Q4 2023 Jan 10, 2024	BUY	$85.36 - $100.86 $179,256 - $211,806	2,100 New	2,100 $211,000
Q2 2022 Jul 13, 2022	SELL	$78.1 - $97.98 $164,010 - $205,758	-2,100 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	$88.83 - $95.54 $186,543 - $200,634	2,100 New	2,100 $201,000

Others Institutions Holding SUSA

# of Institutions

545

Shares Held

18.3M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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Kmg Fiduciary Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History