A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, New Edge Advisors, LLC holds 46,775 shares of SUSA stock, worth $5.74 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
46,775
Previous 44,885 4.21%
Holding current value
$5.74 Million
Previous $5.04 Million 11.64%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$108.44 - $120.37 $204,951 - $227,499
1,890 Added 4.21%
46,775 $5.63 Million
Q2 2024

Aug 15, 2024

BUY
$102.41 - $112.98 $554,447 - $611,673
5,414 Added 13.72%
44,885 $5.04 Million
Q1 2024

May 14, 2024

BUY
$98.48 - $109.17 $84,692 - $93,886
860 Added 2.23%
39,471 $4.31 Million
Q4 2023

Feb 13, 2024

BUY
$85.36 - $100.86 $128,808 - $152,197
1,509 Added 4.07%
38,611 $3.88 Million
Q3 2023

Nov 14, 2023

BUY
$89.49 - $97.11 $428,120 - $464,574
4,784 Added 14.8%
37,102 $3.34 Million
Q2 2023

Aug 14, 2023

BUY
$85.65 - $93.64 $369,665 - $404,150
4,316 Added 15.41%
32,318 $3.03 Million
Q1 2023

May 12, 2023

BUY
$81.64 - $90.01 $1.07 Million - $1.18 Million
13,152 Added 88.57%
28,002 $2.46 Million
Q4 2022

Feb 14, 2023

BUY
$75.77 - $88.09 $378,698 - $440,273
4,998 Added 50.73%
14,850 $1.22 Million
Q3 2022

Nov 14, 2022

BUY
$75.91 - $92.66 $30,819 - $37,619
406 Added 4.3%
9,852 $747,000
Q2 2022

Aug 09, 2022

BUY
$78.1 - $97.98 $737,732 - $925,519
9,446 New
9,446 $763,000
Q1 2022

May 13, 2022

SELL
$89.45 - $106.35 $752,453 - $894,616
-8,412 Closed
0 $0
Q4 2021

Feb 17, 2022

BUY
$95.76 - $106.67 $371,453 - $413,772
3,879 Added 85.57%
8,412 $894,000
Q3 2021

Oct 29, 2021

BUY
$94.69 - $101.93 $473 - $509
5 Added 0.11%
4,533 $435,000
Q2 2021

Jul 22, 2021

BUY
$88.83 - $95.54 $402,222 - $432,605
4,528 New
4,528 $433,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.