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

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 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 2,112 shares of SUSA stock, worth $274,222. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,112
Previous 2,092 0.96%
Holding current value
$274,222
Previous $240 Million 11.4%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
537
Shares Held
18.2M
Call Options Held
0
Put Options Held
200
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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