Phoenix Wealth Advisors Ishares Tr Msci Usa Esg Select Transaction History

Phoenix Wealth Advisors

$164 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	N/A	-540 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	N/A	540 New	540 $44,000

Others Institutions Holding SUSA

# of Institutions

481

Shares Held

19.2M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.62M
Shares

$187 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.54M
Shares

$177 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$137 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.01M
Shares

$117 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

875K
Shares

$101 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

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