A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 15,165 shares of SUSA stock, worth $1.86 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,165
Previous 15,165 -0.0%
Holding current value
$1.86 Million
Previous $1.7 Million 7.1%
% of portfolio
0.15%
Previous 0.15%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024

SELL
$85.36 - $100.86 $7,340 - $8,673
-86 Reduced 0.56%
15,165 $1.52 Million
Q2 2023

Aug 09, 2023

BUY
$85.65 - $93.64 $1.31 Million - $1.43 Million
15,251 New
15,251 $1.43 Million
Q4 2022

Jan 17, 2023

SELL
$75.77 - $88.09 $7,577 - $8,809
-100 Reduced 0.65%
15,321 $0
Q1 2022

May 04, 2022

SELL
$89.45 - $106.35 $172,101 - $204,617
-1,924 Reduced 11.09%
15,421 $1.49 Million
Q4 2021

Feb 10, 2022

SELL
$95.76 - $106.67 $9,288 - $10,346
-97 Reduced 0.56%
17,345 $1.84 Million
Q3 2021

Nov 03, 2021

BUY
$94.69 - $101.93 $1.5 Million - $1.62 Million
15,869 Added 1008.84%
17,442 $1.67 Million
Q2 2021

Jul 27, 2021

SELL
$88.83 - $95.54 $1.32 Million - $1.42 Million
-14,896 Reduced 90.45%
1,573 $1.57 Million
Q4 2020

Feb 05, 2021

BUY
$72.19 - $82.34 $588,709 - $671,482
8,155 Added 98.09%
16,469 $1.36 Million
Q3 2020

Nov 03, 2020

SELL
$67.13 - $78.5 $671 - $785
-10 Reduced 0.12%
8,314 $1.22 Million
Q2 2020

Jul 31, 2020

SELL
$52.49 - $69.03 $2,362 - $3,106
-45 Reduced 0.54%
8,324 $1.11 Million
Q1 2020

Apr 28, 2020

BUY
$47.53 - $70.87 $62,169 - $92,697
1,308 Added 18.52%
8,369 $919,000
Q4 2019

Jan 30, 2020

BUY
$59.6 - $67.25 $156,450 - $176,531
2,625 Added 59.17%
7,061 $946,000
Q3 2019

Nov 06, 2019

SELL
$61.15 - $62.5 $6,787 - $6,937
-111 Reduced 2.44%
4,436 $548,000
Q2 2019

Jul 31, 2019

BUY
N/A
66 Added 1.47%
4,547 $554,000
Q1 2019

Apr 30, 2019

BUY
N/A
51 Added 1.15%
4,481 $530,000
Q4 2018

Feb 01, 2019

BUY
N/A
581 Added 15.09%
4,430 $457,000
Q1 2018

May 07, 2018

BUY
N/A
911 Added 31.01%
3,849 $427,000
Q3 2017

Nov 09, 2017

BUY
N/A
2,938
2,938 $307,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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