Relyea Zuckerberg Hanson LLC Ishares Tr Msci Usa Esg Select Transaction History

Relyea Zuckerberg Hanson LLC

$741 Million
Q4 2024

A detailed history of Relyea Zuckerberg Hanson LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Relyea Zuckerberg Hanson LLC holds 28,233 shares of SUSA stock, worth $3.27 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

28,233

Previous 28,120 0.4%

Holding current value

$3.27 Million

Previous $3.38 Million 1.42%

% of portfolio

0.46%

Previous 0.52%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$118.0 - $127.04 $13,334 - $14,355	113 Added 0.4%	28,233 $3.43 Million
Q3 2024 Oct 17, 2024	SELL	$108.44 - $120.37 $181,420 - $201,379	-1,673 Reduced 5.62%	28,120 $3.38 Million
Q2 2024 Oct 31, 2024	SELL	$102.41 - $112.98 $63,391 - $69,934	-619 Reduced 2.04%	29,793 $3.35 Million
Q2 2024 Jul 17, 2024	SELL	$102.41 - $112.98 $63,391 - $69,934	-619 Reduced 2.04%	29,793 $3.35 Million
Q1 2024 Oct 31, 2024	SELL	$98.48 - $109.17 $32,202 - $35,698	-327 Reduced 1.06%	30,412 $3.32 Million
Q1 2024 Apr 22, 2024	SELL	$98.48 - $109.17 $32,202 - $35,698	-327 Reduced 1.06%	30,412 $3.32 Million
Q4 2023 Oct 31, 2024	SELL	$85.36 - $100.86 $150,318 - $177,614	-1,761 Reduced 5.42%	30,739 $3.09 Million
Q4 2023 Jan 18, 2024	SELL	$85.36 - $100.86 $150,318 - $177,614	-1,761 Reduced 5.42%	30,739 $3.09 Million
Q3 2023 Oct 31, 2024	BUY	$89.49 - $97.11 $391,966 - $425,341	4,380 Added 15.58%	32,500 $2.92 Million
Q3 2023 Oct 16, 2023	SELL	$89.49 - $97.11 $226,141 - $245,396	-2,527 Reduced 7.21%	32,500 $2.92 Million
Q2 2023 Jul 17, 2023	BUY	$85.65 - $93.64 $53,359 - $58,337	623 Added 1.81%	35,027 $3.28 Million
Q1 2023 Apr 18, 2023	BUY	$81.64 - $90.01 $3,837 - $4,230	47 Added 0.14%	34,404 $3.02 Million
Q4 2022 Jan 18, 2023	BUY	$75.77 - $88.09 $150,327 - $174,770	1,984 Added 6.13%	34,357 $0
Q3 2022 Nov 02, 2022	BUY	$75.91 - $92.66 $140,129 - $171,050	1,846 Added 6.05%	32,373 $2.46 Million
Q2 2022 Jul 18, 2022	BUY	$78.1 - $97.98 $1.38 Million - $1.74 Million	17,733 Added 138.6%	30,527 $2.46 Million
Q1 2022 Apr 19, 2022	BUY	$89.45 - $106.35 $38,821 - $46,155	434 Added 3.51%	12,794 $1.21 Million
Q4 2021 Jan 27, 2022	BUY	$95.76 - $106.67 $51,423 - $57,281	537 Added 4.54%	12,360 $1.19 Million
Q4 2021 Jan 14, 2022	SELL	$95.76 - $106.67 $48,358 - $53,868	-505 Reduced 4.1%	11,823 $973,000
Q3 2021 Oct 22, 2021	BUY	$94.69 - $101.93 $42,705 - $45,970	451 Added 3.8%	12,328 $1.18 Million
Q2 2021 Jul 23, 2021	BUY	$88.83 - $95.54 $2,043 - $2,197	23 Added 0.19%	11,877 $1.14 Million
Q1 2021 Apr 29, 2021	BUY	$81.34 - $87.82 $2,521 - $2,722	31 Added 0.26%	11,854 $1.1 Million
Q4 2020 Jan 28, 2021	BUY	$72.19 - $82.34 $428,014 - $488,193	5,929 Added 100.59%	11,823 $973,000
Q3 2020 Oct 16, 2020	BUY	$67.13 - $78.5 $28,395 - $33,205	423 Added 7.73%	5,894 $0
Q2 2020 Jul 13, 2020	BUY	$52.49 - $69.03 $287,172 - $377,663	5,471 New	5,471 $732,000

Others Institutions Holding SUSA

# of Institutions

524

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Relyea Zuckerberg Hanson LLC Ishares Tr Msci Usa Esg Select Transaction History