Lgl Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History

Lgl Partners, LLC

$225 Million
Q3 2025

A detailed history of Lgl Partners, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Lgl Partners, LLC holds 2,498 shares of SUSA stock, worth $343,000. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,498

Previous 2,492 0.24%

Holding current value

$343,000

Previous $315,000 7.3%

% of portfolio

0.15%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$126.64 - $135.65 $759 - $813	6 Added 0.24%	2,498 $338,000
Q2 2025 Aug 15, 2025	BUY	$101.97 - $126.75 $509 - $633	5 Added 0.2%	2,492 $315,000
Q1 2025 May 15, 2025	BUY	$113.22 - $126.36 $792 - $884	7 Added 0.28%	2,487 $285,000
Q4 2024 Feb 04, 2025	BUY	$118.0 - $127.04 $826 - $889	7 Added 0.28%	2,480 $301,000
Q3 2024 Nov 12, 2024	BUY	$108.44 - $120.37 $975 - $1,083	9 Added 0.37%	2,473 $297,000

Q2 2024 Aug 01, 2024	BUY	$102.41 - $112.98 $614 - $677	6 Added 0.24%	2,464 $276,000
Q1 2024 Apr 30, 2024	BUY	$98.48 - $109.17 $689 - $764	7 Added 0.29%	2,458 $268,000
Q4 2023 Feb 05, 2024	BUY	$85.36 - $100.86 $1,707 - $2,017	20 Added 0.82%	2,451 $246,000
Q2 2023 Aug 02, 2023	BUY	$85.65 - $93.64 $513 - $561	6 Added 0.25%	2,431 $227,000
Q1 2023 May 12, 2023	BUY	$81.64 - $90.01 $197,977 - $218,274	2,425 New	2,425 $212,000

Others Institutions Holding SUSA

# of Institutions

561

Shares Held

17.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgl Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgl Partners, LLC with notifications on news.

Account