A detailed history of Private Wealth Management Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 2,157 shares of SUSA stock, worth $265,311. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,157
Previous 2,211 2.44%
Holding current value
$265,311
Previous $248 Million 4.5%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$108.44 - $120.37 $5,855 - $6,499
-54 Reduced 2.44%
2,157 $260 Million
Q1 2024

Apr 30, 2024

SELL
$98.48 - $109.17 $4,825 - $5,349
-49 Reduced 2.17%
2,211 $241 Million
Q4 2023

Feb 08, 2024

BUY
$85.36 - $100.86 $192,913 - $227,943
2,260 New
2,260 $227 Million

About ISHARES TR MSCI USA ESG SELECT


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