Pensionmark Financial Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 106,435 shares of SUSA stock, worth $13.8 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
106,435
Previous 105,136 1.24%
Holding current value
$13.8 Million
Previous $12.1 Million 11.71%
% of portfolio
0.32%
Previous 0.33%

Shares

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

Aug 04, 2025
BUY
$101.97 - $126.75 $132,459 - $164,648
1,299 Added 1.24%
106,435 $13.5 Million
Q1 2025

Apr 29, 2025
SELL
$113.22 - $126.36 $9.19 Million - $10.3 Million
-81,200 Reduced 43.58%
105,136 $12.1 Million
Q4 2024

Feb 12, 2025
SELL
$118.0 - $127.04 $1.29 Million - $1.39 Million
-10,953 Reduced 5.55%
186,336 $22.7 Million
Q3 2024

Nov 14, 2024
BUY
$108.44 - $120.37 $21.2 Million - $23.5 Million
195,314 Added 9889.32%
197,289 $23.7 Million
Q2 2024

Aug 14, 2024
BUY
$102.41 - $112.98 $202,259 - $223,135
1,975 New
1,975 $221,000

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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