Merit Financial Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Merit Financial Group, LLC

$6.49 Billion
Q1 2025

A detailed history of Merit Financial Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Merit Financial Group, LLC holds 5,056 shares of SUSA stock, worth $607,326. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,056

Previous 5,056 -0.0%

Holding current value

$607,326

Previous $614,000 6.03%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$118.0 - $127.04 $21,476 - $23,121	182 Added 3.73%	5,056 $614,000
Q3 2024 Oct 17, 2024	SELL	$108.44 - $120.37 $30,363 - $33,703	-280 Reduced 5.43%	4,874 $586,000
Q2 2024 Aug 13, 2024	SELL	$102.41 - $112.98 $184,338 - $203,364	-1,800 Reduced 25.88%	5,154 $579,000
Q1 2024 May 06, 2024	BUY	$98.48 - $109.17 $8,075 - $8,951	82 Added 1.19%	6,954 $759,000
Q4 2023 Feb 06, 2024	BUY	$85.36 - $100.86 $10,413 - $12,304	122 Added 1.81%	6,872 $690,000
Q4 2022 Jan 13, 2023	SELL	$75.77 - $88.09 $496,445 - $577,165	-6,552 Reduced 49.26%	6,750 $0
Q3 2022 Oct 31, 2022	BUY	$75.91 - $92.66 $97,088 - $118,512	1,279 Added 10.64%	13,302 $1.01 Million
Q2 2022 Aug 08, 2022	BUY	$78.1 - $97.98 $548,964 - $688,701	7,029 Added 140.75%	12,023 $970,000
Q1 2021 May 18, 2021	BUY	$81.34 - $87.82 $100,454 - $108,457	1,235 Added 32.85%	4,994 $439,000
Q4 2020 Feb 12, 2021	BUY	$72.19 - $82.34 $158,673 - $180,983	2,198 Added 140.81%	3,759 $310,000
Q2 2020 Aug 13, 2020	BUY	$52.49 - $69.03 $81,936 - $107,755	1,561 New	1,561 $209,000

Others Institutions Holding SUSA

# of Institutions

521

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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Merit Financial Group, LLC Ishares Tr Msci Usa Esg Select Transaction History