Prestige Wealth Management Group LLC Ishares Tr Msci Usa Esg Select Transaction History

Prestige Wealth Management Group LLC

  • $456 Million
  • Q4 2024

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 854 shares of SUSA stock, worth $97,484. This represents 0.02% of its overall portfolio holdings.

Number of Shares
854
Previous 877 2.62%
Holding current value
$97,484
Previous $105,000 1.9%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$118.0 - $127.04 $2,714 - $2,921
-23 Reduced 2.62%
854 $103,000
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

# of Institutions
525
Shares Held
19.2M
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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