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

Litman Gregory Wealth Management LLC

$1.16 Billion
Q1 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 $1.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

14,751

Previous 15,065 2.08%

Holding current value

$1.8 Million

Previous $1.83 Million 7.48%

% of portfolio

0.15%

Previous 0.16%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

522

Shares Held

18.5M

Call Options Held

Put Options Held

200

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About ISHARES TR MSCI USA ESG SELECT

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