Lws Wealth Advisors, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Lws Wealth Advisors, Inc.

  • $255 Million
  • Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 2,181 shares of SUSA stock, worth $271,556. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,181
Holding current value
$271,556
% of portfolio
0.09%

Shares

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

Feb 09, 2024
BUY
$85.36 - $100.86 $186,170 - $219,975
2,181 New
2,181 $219,000
Q2 2023

Jul 28, 2023
SELL
$85.65 - $93.64 $19,185 - $20,975
-224 Reduced 9.35%
2,173 $203,000
Q1 2023

Apr 28, 2023
BUY
$81.64 - $90.01 $195,691 - $215,753
2,397 New
2,397 $210,000
Q2 2022

Aug 05, 2022
SELL
$78.1 - $97.98 $174,865 - $219,377
-2,239 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$89.45 - $106.35 $357 - $425
4 Added 0.18%
2,239 $217,000
Q4 2021

Feb 02, 2022
BUY
$95.76 - $106.67 $287 - $320
3 Added 0.13%
2,235 $238,000
Q3 2021

Nov 09, 2021
SELL
$94.69 - $101.93 $23,577 - $25,380
-249 Reduced 10.04%
2,232 $214,000
Q2 2021

Jul 23, 2021
BUY
$88.83 - $95.54 $266 - $286
3 Added 0.12%
2,481 $237,000
Q1 2021

Apr 29, 2021
SELL
$81.34 - $87.82 $157,148 - $169,668
-1,932 Reduced 43.81%
2,478 $218,000
Q4 2020

Jan 20, 2021
BUY
$72.19 - $82.34 $159,539 - $181,971
2,210 Added 100.45%
4,410 $363,000
Q3 2020

Nov 10, 2020
SELL
$67.13 - $78.5 $2,550 - $2,983
-38 Reduced 1.7%
2,200 $324,000
Q2 2020

Aug 05, 2020
SELL
$52.49 - $69.03 $3,621 - $4,763
-69 Reduced 2.99%
2,238 $299,000
Q1 2020

May 04, 2020
SELL
$47.53 - $70.87 $2,091 - $3,118
-44 Reduced 1.87%
2,307 $253,000
Q4 2019

Feb 06, 2020
BUY
$59.6 - $67.25 $140,119 - $158,104
2,351 New
2,351 $315,000

Others Institutions Holding SUSA

# of Institutions
505
Shares Held
18.9M
Call Options Held
100
Put Options Held
100
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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