Lex Aurum Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Lex Aurum Advisors, LLC

  • $476 Million
  • Q4 2024

A detailed history of Lex Aurum Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 1,815 shares of SUSA stock, worth $221,774. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,815
Previous 1,813 0.11%
Holding current value
$221,774
Previous $218,000 0.92%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$118.0 - $127.04 $236 - $254
2 Added 0.11%
1,815 $220,000
Q3 2024

Oct 16, 2024
SELL
$108.44 - $120.37 $79,920 - $88,712
-737 Reduced 28.9%
1,813 $218,000
Q2 2024

Jul 15, 2024
BUY
$102.41 - $112.98 $102 - $112
1 Added 0.04%
2,550 $286,000
Q1 2024

Apr 10, 2024
BUY
$98.48 - $109.17 $10,537 - $11,681
107 Added 4.38%
2,549 $278,000
Q4 2023

Jan 10, 2024
BUY
$85.36 - $100.86 $256 - $302
3 Added 0.12%
2,442 $245,000
Q3 2023

Oct 16, 2023
SELL
$89.49 - $97.11 $12,528 - $13,595
-140 Reduced 5.43%
2,439 $219,000
Q2 2023

Jul 25, 2023
BUY
$85.65 - $93.64 $85 - $93
1 Added 0.04%
2,579 $241,000
Q1 2023

Apr 11, 2023
BUY
$81.64 - $90.01 $163 - $180
2 Added 0.08%
2,578 $226,000
Q4 2022

Jan 23, 2023
BUY
$75.77 - $88.09 $195,183 - $226,919
2,576 New
2,576 $0
Q2 2021

Jul 19, 2021
SELL
$88.83 - $95.54 $8,883 - $9,554
-100 Reduced 3.74%
2,576 $246,000
Q1 2021

Apr 22, 2021
BUY
$81.34 - $87.82 $7,320 - $7,903
90 Added 3.48%
2,676 $235,000
Q4 2020

Jan 20, 2021
BUY
$72.19 - $82.34 $186,683 - $212,931
2,586 New
2,586 $213,000

Others Institutions Holding SUSA

# of Institutions
524
Shares Held
19.2M
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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