Phoenix Wealth Advisors Ishares Tr Msci Usa Esg Select Transaction History

Phoenix Wealth Advisors

$215 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$95.76 - $106.67 $51,710 - $57,601	-540 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$72.19 - $82.34 $38,982 - $44,463	540 New	540 $44,000

Others Institutions Holding SUSA

# of Institutions

501

Shares Held

18.8M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$199 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$186 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$145 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$125 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$101 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

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