A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 2,747 shares of SUSA stock, worth $342,028. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,747
Previous 2,747 -0.0%
Holding current value
$342,028
Previous $308,000 7.14%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$102.41 - $112.98 $17,102 - $18,867
167 Added 6.47%
2,747 $308,000
Q4 2023

Feb 06, 2024

BUY
$85.36 - $100.86 $13,657 - $16,137
160 Added 6.61%
2,580 $259,000
Q3 2023

Oct 25, 2023

BUY
$89.49 - $97.11 $447 - $485
5 Added 0.21%
2,420 $217,000
Q2 2023

Aug 02, 2023

SELL
$85.65 - $93.64 $17,130 - $18,728
-200 Reduced 7.65%
2,415 $226,000
Q4 2022

Feb 06, 2023

BUY
$75.77 - $88.09 $198,138 - $230,355
2,615 New
2,615 $215,000
Q2 2022

Aug 01, 2022

BUY
$78.1 - $97.98 $3,514 - $4,409
45 Added 1.21%
3,765 $304,000
Q1 2022

May 05, 2022

BUY
$89.45 - $106.35 $332,754 - $395,622
3,720 New
3,720 $360,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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