Mission Wealth Management, LP Ishares Tr Msci Usa Esg Select Transaction History

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025

A detailed history of Mission Wealth Management, LP transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Mission Wealth Management, LP holds 432,818 shares of SUSA stock, worth $56.2 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
432,818
Previous 483,625 10.51%
Holding current value
$56.2 Million
Previous $55.2 Million 0.63%
% of portfolio
1.19%
Previous 1.38%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$101.97 - $126.75 $5.18 Million - $6.44 Million
-50,807 Reduced 10.51%
432,818 $54.9 Million
Q1 2025

Apr 17, 2025
BUY
$113.22 - $126.36 $2.52 Million - $2.81 Million
22,221 Added 4.82%
483,625 $55.2 Million
Q4 2024

Feb 06, 2025
BUY
$118.0 - $127.04 $19,824 - $21,342
168 Added 0.04%
461,404 $56.1 Million
Q3 2024

Oct 31, 2024
BUY
$108.44 - $120.37 $969,019 - $1.08 Million
8,936 Added 1.98%
461,236 $55.5 Million
Q2 2024

Aug 02, 2024
SELL
$102.41 - $112.98 $2.68 Million - $2.96 Million
-26,182 Reduced 5.47%
452,300 $50.8 Million
Q1 2024

Apr 30, 2024
BUY
$98.48 - $109.17 $4.21 Million - $4.67 Million
42,798 Added 9.82%
478,482 $52.2 Million
Q4 2023

Feb 05, 2024
SELL
$85.36 - $100.86 $1.3 Million - $1.53 Million
-15,217 Reduced 3.37%
435,684 $43.8 Million
Q3 2023

Oct 23, 2023
BUY
$89.49 - $97.11 $2.01 Million - $2.19 Million
22,501 Added 5.25%
450,901 $40.6 Million
Q2 2023

Aug 04, 2023
BUY
$85.65 - $93.64 $1.48 Million - $1.62 Million
17,284 Added 4.2%
428,400 $40.1 Million
Q1 2023

Apr 07, 2023
BUY
$81.64 - $90.01 $1.95 Million - $2.15 Million
23,892 Added 6.17%
411,116 $36.1 Million
Q4 2022

Feb 02, 2023
SELL
$75.77 - $88.09 $1.63 Million - $1.9 Million
-21,539 Reduced 5.27%
387,224 $31.9 Million
Q3 2022

Oct 12, 2022
BUY
$75.91 - $92.66 $933,920 - $1.14 Million
12,303 Added 3.1%
408,763 $31 Million
Q2 2022

Jul 27, 2022
BUY
$78.1 - $97.98 $4.01 Million - $5.02 Million
51,283 Added 14.86%
396,460 $32 Million
Q1 2022

Apr 25, 2022
BUY
$89.45 - $106.35 $2.28 Million - $2.71 Million
25,459 Added 7.96%
345,177 $33.4 Million
Q4 2021

Feb 11, 2022
BUY
$95.76 - $106.67 $2.82 Million - $3.14 Million
29,483 Added 10.16%
319,718 $34 Million
Q3 2021

Nov 05, 2021
BUY
$94.69 - $101.93 $1.01 Million - $1.09 Million
10,680 Added 3.82%
290,235 $27.8 Million
Q2 2021

Aug 10, 2021
BUY
$88.83 - $95.54 $1.68 Million - $1.8 Million
18,881 Added 7.24%
279,555 $26.7 Million
Q1 2021

May 10, 2021
BUY
$81.34 - $87.82 $1.87 Million - $2.02 Million
22,989 Added 9.67%
260,674 $22.9 Million
Q4 2020

Jan 19, 2021
BUY
$72.19 - $82.34 $9.14 Million - $10.4 Million
126,548 Added 113.87%
237,685 $19.6 Million
Q3 2020

Oct 16, 2020
BUY
$67.13 - $78.5 $550,667 - $643,935
8,203 Added 7.97%
111,137 $16.3 Million
Q2 2020

Aug 03, 2020
BUY
$52.49 - $69.03 $461,807 - $607,325
8,798 Added 9.35%
102,934 $13.8 Million
Q1 2020

Apr 10, 2020
BUY
$47.53 - $70.87 $371,922 - $554,557
7,825 Added 9.07%
94,136 $10.3 Million
Q4 2019

Jan 21, 2020
BUY
$59.6 - $67.25 $701,194 - $791,196
11,765 Added 15.78%
86,311 $11.6 Million
Q3 2019

Oct 16, 2019
BUY
$61.15 - $62.5 $435,571 - $445,187
7,123 Added 10.56%
74,546 $9.22 Million
Q2 2019

Aug 09, 2019
BUY
N/A
21,325 Added 46.26%
67,423 $8.22 Million
Q1 2019

May 14, 2019
BUY
N/A
8,783 Added 23.54%
46,098 $5.45 Million
Q4 2018

Feb 08, 2019
BUY
N/A
590 Added 1.61%
37,315 $3.85 Million
Q3 2018

Nov 01, 2018
BUY
N/A
7,575 Added 25.99%
36,725 $4.38 Million
Q2 2018

Aug 08, 2018
BUY
N/A
7,495 Added 34.61%
29,150 $3.29 Million
Q1 2018

May 04, 2018
BUY
N/A
15,085 Added 229.6%
21,655 $2.4 Million
Q4 2017

Feb 09, 2018
BUY
N/A
3,450 Added 110.58%
6,570 $730,000
Q3 2017

Nov 13, 2017
BUY
N/A
840 Added 36.84%
3,120 $326,000
Q2 2017

Aug 11, 2017
BUY
N/A
2,280
2,280 $233,000

Others Institutions Holding SUSA

# of Institutions
542
Shares Held
18.4M
Call Options Held
0
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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