A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, One Wealth Advisors, LLC holds 17,396 shares of SUSA stock, worth $2.14 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
17,396
Previous 17,811 2.33%
Holding current value
$2.14 Million
Previous $2 Million 4.6%
% of portfolio
0.33%
Previous 0.42%

Shares

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

Oct 16, 2024

SELL
$108.44 - $120.37 $45,002 - $49,953
-415 Reduced 2.33%
17,396 $2.09 Million
Q2 2024

Aug 13, 2024

BUY
$102.41 - $112.98 $14,644 - $16,156
143 Added 0.81%
17,811 $2 Million
Q1 2024

Apr 15, 2024

SELL
$98.48 - $109.17 $6,598 - $7,314
-67 Reduced 0.38%
17,668 $1.93 Million
Q4 2023

Feb 13, 2024

SELL
$85.36 - $100.86 $54,374 - $64,247
-637 Reduced 3.47%
17,735 $1.78 Million
Q3 2023

Nov 01, 2023

BUY
$89.49 - $97.11 $79,556 - $86,330
889 Added 5.08%
18,372 $1.65 Million
Q2 2023

Aug 14, 2023

SELL
$85.65 - $93.64 $9,078 - $9,925
-106 Reduced 0.6%
17,483 $1.64 Million
Q1 2023

May 15, 2023

SELL
$81.64 - $90.01 $29,716 - $32,763
-364 Reduced 2.03%
17,589 $1.54 Million
Q4 2022

Feb 14, 2023

SELL
$75.77 - $88.09 $28,337 - $32,945
-374 Reduced 2.04%
17,953 $1.48 Million
Q3 2022

Nov 14, 2022

BUY
$75.91 - $92.66 $85,095 - $103,871
1,121 Added 6.52%
18,327 $1.39 Million
Q2 2022

Aug 15, 2022

BUY
$78.1 - $97.98 $1.34 Million - $1.69 Million
17,206 New
17,206 $1.39 Million

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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