A detailed history of Prestige Wealth Management Group LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 877 shares of SUSA stock, worth $104,906. This represents 0.02% of its overall portfolio holdings.

Number of Shares
877
Previous 913 3.94%
Holding current value
$104,906
Previous $99,000 1.01%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 06, 2024

SELL
$102.41 - $112.98 $3,686 - $4,067
-36 Reduced 3.94%
877 $98,000
Q1 2024

Apr 26, 2024

SELL
$98.48 - $109.17 $15,067 - $16,703
-153 Reduced 14.35%
913 $99,000
Q3 2023

Apr 26, 2024

SELL
$89.49 - $97.11 $6,353 - $6,894
-71 Reduced 6.24%
1,066 $95,000
Q3 2023

Nov 13, 2023

SELL
$89.49 - $97.11 $6,353 - $6,894
-71 Reduced 6.24%
1,066 $95,000
Q1 2023

Apr 26, 2024

BUY
$81.64 - $90.01 $18,287 - $20,162
224 Added 24.53%
1,137 $99,000
Q2 2022

Aug 10, 2022

BUY
$78.1 - $97.98 $72,867 - $91,415
933 Added 457.35%
1,137 $92,000
Q4 2021

Feb 15, 2022

SELL
$95.76 - $106.67 $2,106 - $2,346
-22 Reduced 9.73%
204 $22,000
Q1 2021

May 13, 2021

BUY
$81.34 - $87.82 $162 - $175
2 Added 0.89%
226 $20,000
Q4 2020

Feb 17, 2021

BUY
$72.19 - $82.34 $8,807 - $10,045
122 Added 119.61%
224 $18,000
Q2 2019

Aug 16, 2019

BUY
N/A
102 New
102 $12,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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