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

Private Wealth Management Group, LLC

$363 Billion
Q3 2025

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 2,017 shares of SUSA stock, worth $276,954. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,017

Previous 2,112 4.5%

Holding current value

$276,954

Previous $268 Million 2.21%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$126.64 - $135.65 $12,030 - $12,886	-95 Reduced 4.5%	2,017 $274 Million
Q2 2025 Jul 29, 2025	BUY	$101.97 - $126.75 $2,039 - $2,535	20 Added 0.96%	2,112 $268 Million
Q1 2025 May 02, 2025	SELL	$113.22 - $126.36 $3,962 - $4,422	-35 Reduced 1.65%	2,092 $240 Million
Q4 2024 Jan 27, 2025	SELL	$118.0 - $127.04 $3,540 - $3,811	-30 Reduced 1.39%	2,127 $259 Million
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

Others Institutions Holding SUSA

# of Institutions

560

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Private Wealth Management Group, LLC Ishares Tr Msci Usa Esg Select Transaction History