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

Long Run Wealth Advisors, LLC

$411 Million
Q4 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 32,136 shares of SUSA stock, worth $3.93 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

32,136

Previous 33,897 5.2%

Holding current value

$3.93 Million

Previous $4.08 Million 4.24%

% of portfolio

0.95%

Previous 0.97%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$118.0 - $127.04 $207,798 - $223,717	-1,761 Reduced 5.2%	32,136 $3.91 Million
Q3 2024 Oct 30, 2024	SELL	$108.44 - $120.37 $63,437 - $70,416	-585 Reduced 1.7%	33,897 $4.08 Million
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	$75.77 - $88.09 $212,383 - $246,916	2,803 Added 6.68%	44,747 $0
Q3 2022 Nov 09, 2022	BUY	$75.91 - $92.66 $85,930 - $104,891	1,132 Added 2.77%	41,944 $3.18 Million
Q2 2022 Jul 19, 2022	BUY	$78.1 - $97.98 $289,829 - $363,603	3,711 Added 10.0%	40,812 $3.29 Million
Q1 2022 Apr 27, 2022	BUY	$89.45 - $106.35 $114,853 - $136,553	1,284 Added 3.58%	37,101 $3.6 Million
Q4 2021 Jan 21, 2022	BUY	$95.76 - $106.67 $3.43 Million - $3.82 Million	35,817 New	35,817 $3.81 Million

Others Institutions Holding SUSA

# of Institutions

524

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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