Perennial Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 1,664 shares of SUSA stock, worth $227,601. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,664
Holding current value
$227,601
% of portfolio
0.02%

Shares

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

Aug 11, 2025
BUY
$101.97 - $126.75 $169,678 - $210,912
1,664 New
1,664 $210,000
Q4 2024

Feb 12, 2025
BUY
$118.0 - $127.04 $203,786 - $219,398
1,727 New
1,727 $209,000
Q4 2023

Feb 14, 2024
SELL
$85.36 - $100.86 $13,316 - $15,734
-156 Reduced 6.35%
2,302 $231,000
Q2 2023

Aug 14, 2023
SELL
$85.65 - $93.64 $6,852 - $7,491
-80 Reduced 3.15%
2,458 $230,000
Q1 2023

May 11, 2023
BUY
$81.64 - $90.01 $207,202 - $228,445
2,538 New
2,538 $222,000
Q2 2022

Aug 10, 2022
SELL
$78.1 - $97.98 $172,601 - $216,535
-2,210 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$89.45 - $106.35 $1,073 - $1,276
12 Added 0.55%
2,210 $213,000
Q4 2021

Feb 14, 2022
SELL
$95.76 - $106.67 $6,703 - $7,466
-70 Reduced 3.09%
2,198 $233,000
Q3 2021

Nov 12, 2021
BUY
$94.69 - $101.93 $2,367 - $2,548
25 Added 1.11%
2,268 $217,000
Q2 2021

Jul 29, 2021
BUY
$88.83 - $95.54 $199,245 - $214,296
2,243 New
2,243 $214,000

Others Institutions Holding SUSA

# of Institutions
543
Shares Held
18.3M
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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