Litman Gregory Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Litman Gregory Wealth Management LLC

  • $1.27 Billion
  • Q2 2025

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 14,751 shares of SUSA stock, worth $2.01 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
14,751
Previous 14,751 -0.0%
Holding current value
$2.01 Million
Previous $1.69 Million 10.33%
% of portfolio
0.15%
Previous 0.15%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$113.22 - $126.36 $35,551 - $39,677
-314 Reduced 2.08%
14,751 $1.69 Million
Q4 2024

Jan 23, 2025
SELL
$118.0 - $127.04 $11,800 - $12,704
-100 Reduced 0.66%
15,065 $1.83 Million
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

# of Institutions
543
Shares Held
18.4M
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
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email