Long Run Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Long Run Wealth Advisors, LLC

  • $392 Million
  • Q2 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 34,482 shares of SUSA stock, worth $3.96 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
34,482
Previous 41,393 16.7%
Holding current value
$3.96 Million
Previous $4.52 Million 14.25%
% of portfolio
0.99%
Previous 1.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$102.41 - $112.98 $707,755 - $780,804
-6,911 Reduced 16.7%
34,482 $3.87 Million
Q1 2024

Apr 24, 2024
SELL
$98.48 - $109.17 $128,220 - $142,139
-1,302 Reduced 3.05%
41,393 $4.52 Million
Q4 2023

Jan 10, 2024
SELL
$85.36 - $100.86 $164,318 - $194,155
-1,925 Reduced 4.31%
42,695 $4.29 Million
Q3 2023

Oct 10, 2023
SELL
$89.49 - $97.11 $252,361 - $273,850
-2,820 Reduced 5.94%
44,620 $4.01 Million
Q2 2023

Jul 17, 2023
SELL
$85.65 - $93.64 $108,347 - $118,454
-1,265 Reduced 2.6%
47,440 $4.44 Million
Q1 2023

Apr 21, 2023
BUY
$81.64 - $90.01 $323,131 - $356,259
3,958 Added 8.85%
48,705 $4.27 Million
Q4 2022

Jan 26, 2023
BUY
$79.35 - $88.09 $222,418 - $246,916
2,803 Added 6.68%
44,747 $0
Q3 2022

Nov 09, 2022
BUY
N/A
1,132 Added 2.77%
41,944 $3.18 Million
Q2 2022

Jul 19, 2022
BUY
N/A
3,711 Added 10.0%
40,812 $3.29 Million
Q1 2022

Apr 27, 2022
BUY
N/A
1,284 Added 3.58%
37,101 $3.6 Million
Q4 2021

Jan 21, 2022
BUY
N/A
35,817 New
35,817 $3.81 Million

Others Institutions Holding SUSA

# of Institutions
490
Shares Held
19M
Call Options Held
200
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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