A detailed history of Mason & Associates Inc transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Mason & Associates Inc holds 2,130 shares of SUSA stock, worth $232,702. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,130
Previous 3,030 29.7%
Holding current value
$232,702
Previous $304,000 23.68%
% of portfolio
0.06%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$98.48 - $109.17 $88,632 - $98,253
-900 Reduced 29.7%
2,130 $232,000
Q1 2023

Apr 20, 2023

BUY
$81.64 - $90.01 $247,369 - $272,730
3,030 New
3,030 $265,000
Q1 2022

Apr 19, 2022

SELL
N/A
-1,900 Closed
0 $0
Q4 2021

Mar 18, 2022

BUY
N/A
1,900 New
1,900 $202,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Mason & Associates Inc Portfolio

Follow Mason & Associates Inc 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 Mason & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mason & Associates Inc with notifications on news.