Retirement Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Retirement Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of Retirement Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Retirement Group, LLC holds 1,048 shares of SUSA stock, worth $121,588. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,048
Previous 1,046 0.19%
Holding current value
$121,588
Previous $105,000 8.57%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$98.48 - $109.17 $196 - $218
2 Added 0.19%
1,048 $114,000
Q4 2023

Feb 14, 2024
BUY
$85.36 - $100.86 $426 - $504
5 Added 0.48%
1,046 $105,000
Q2 2023

Aug 15, 2023
SELL
$85.65 - $93.64 $4,111 - $4,494
-48 Reduced 4.41%
1,041 $97,000
Q1 2023

May 12, 2023
SELL
$81.64 - $90.01 $7,919 - $8,730
-97 Reduced 8.18%
1,089 $96,000
Q4 2022

Feb 15, 2023
BUY
$75.77 - $88.09 $11,820 - $13,742
156 Added 15.15%
1,186 $98,000
Q3 2022

Nov 14, 2022
SELL
$75.91 - $92.66 $28,390 - $34,654
-374 Reduced 26.64%
1,030 $78,000
Q2 2022

Aug 04, 2022
SELL
$78.1 - $97.98 $5,779 - $7,250
-74 Reduced 5.01%
1,404 $113,000
Q1 2022

May 06, 2022
SELL
$89.45 - $106.35 $39,984 - $47,538
-447 Reduced 23.22%
1,478 $143,000
Q4 2021

Feb 09, 2022
SELL
$95.76 - $106.67 $51,997 - $57,921
-543 Reduced 22.0%
1,925 $205,000
Q3 2021

Nov 16, 2021
BUY
$94.69 - $101.93 $33,141 - $35,675
350 Added 16.53%
2,468 $237,000
Q2 2021

Aug 17, 2021
BUY
$88.83 - $95.54 $22,740 - $24,458
256 Added 13.75%
2,118 $202,000
Q1 2021

May 04, 2021
BUY
$81.34 - $87.82 $48,071 - $51,901
591 Added 46.5%
1,862 $163,000
Q4 2020

Feb 22, 2021
BUY
$72.19 - $82.34 $91,753 - $104,654
1,271 New
1,271 $104,000

Others Institutions Holding SUSA

# of Institutions
525
Shares Held
19.2M
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
Track This Portfolio

Track Retirement Group, LLC Portfolio

Follow Retirement Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email