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

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 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 2,092 shares of SUSA stock, worth $240,224. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,092
Previous 2,127 1.65%
Holding current value
$240,224
Previous $259 Million 7.08%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
519
Shares Held
19.4M
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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