Peak Financial Management, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Peak Financial Management, Inc. holds 4,530 shares of SUSA stock, worth $524,800. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,530

Previous 4,530 -0.0%

Holding current value

$524,800

Previous $545,000 0.92%

% of portfolio

0.17%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$108.44 - $120.37 $22,772 - $25,277	-210 Reduced 4.43%	4,530 $545,000
Q2 2024 Jul 22, 2024	BUY	$102.41 - $112.98 $1,024 - $1,129	10 Added 0.21%	4,740 $532,000
Q1 2024 Apr 22, 2024	BUY	$98.48 - $109.17 $10,438 - $11,572	106 Added 2.29%	4,730 $516,000
Q4 2023 Jan 18, 2024	BUY	$85.36 - $100.86 $10,840 - $12,809	127 Added 2.82%	4,624 $464,000
Q3 2023 Oct 24, 2023	BUY	$89.49 - $97.11 $3,848 - $4,175	43 Added 0.97%	4,497 $404,000
Q2 2023 Jul 26, 2023	BUY	$85.65 - $93.64 $61,239 - $66,952	715 Added 19.12%	4,454 $417,000
Q1 2023 Apr 24, 2023	SELL	$81.64 - $90.01 $11,837 - $13,051	-145 Reduced 3.73%	3,739 $328,000
Q4 2022 Jan 27, 2023	BUY	$75.77 - $88.09 $13,638 - $15,856	180 Added 4.86%	3,884 $319,000
Q3 2022 Oct 28, 2022	SELL	$75.91 - $92.66 $2,049 - $2,501	-27 Reduced 0.72%	3,704 $281,000
Q1 2022 Apr 20, 2022	BUY	$89.45 - $106.35 $24,598 - $29,246	275 Added 7.96%	3,731 $361,000
Q4 2021 Jan 27, 2022	BUY	$95.76 - $106.67 $19,152 - $21,334	200 Added 6.14%	3,456 $367,000
Q3 2021 Oct 19, 2021	BUY	$94.69 - $101.93 $24,619 - $26,501	260 Added 8.68%	3,256 $312,000
Q2 2021 Aug 04, 2021	SELL	$88.83 - $95.54 $23,095 - $24,840	-260 Reduced 7.99%	2,996 $286,000
Q4 2020 Jan 26, 2021	BUY	$72.19 - $82.34 $235,050 - $268,099	3,256 New	3,256 $268,000

Others Institutions Holding SUSA

# of Institutions

524

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Peak Financial Management, Inc. Ishares Tr Msci Usa Esg Select Transaction History