Olio Financial Planning Ishares Tr Msci Usa Esg Select Transaction History

Olio Financial Planning

$317 Million
Q2 2025

A detailed history of Olio Financial Planning transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Olio Financial Planning holds 2,293 shares of SUSA stock, worth $313,636. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,293

Holding current value

$313,636

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 09, 2025	BUY	$101.97 - $126.75 $233,817 - $290,637	2,293 New	2,293 $290,000

Others Institutions Holding SUSA

# of Institutions

544

Shares Held

18.3M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

1.5M
Shares

$205 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$200 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.05M
Shares

$144 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.04M
Shares

$142 Million
0.09% of portfolio
Spinnaker Trust

595K
Shares

$81.3 Million
4.59% of portfolio

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

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Olio Financial Planning Ishares Tr Msci Usa Esg Select Transaction History