Robertson Stephens Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 32,564 shares of SUSA stock, worth $4.42 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
32,564
Previous 34,429 5.42%
Holding current value
$4.42 Million
Previous $3.93 Million 5.01%
% of portfolio
0.13%
Previous 0.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$101.97 - $126.75 $190,174 - $236,388
-1,865 Reduced 5.42%
32,564 $4.13 Million
Q1 2025

Apr 17, 2025
SELL
$113.22 - $126.36 $1.4 Million - $1.56 Million
-12,360 Reduced 26.42%
34,429 $3.93 Million
Q4 2024

Jan 27, 2025
SELL
$118.0 - $127.04 $1.92 Million - $2.07 Million
-16,301 Reduced 25.84%
46,789 $5.69 Million
Q3 2024

Nov 12, 2024
SELL
$108.44 - $120.37 $715,161 - $793,840
-6,595 Reduced 9.46%
63,090 $7.59 Million
Q2 2024

Aug 13, 2024
BUY
$102.41 - $112.98 $54,686 - $60,331
534 Added 0.77%
69,685 $7.83 Million
Q1 2024

May 15, 2024
SELL
$98.48 - $109.17 $112,759 - $124,999
-1,145 Reduced 1.63%
69,151 $7.55 Million
Q4 2023

Feb 06, 2024
BUY
$85.36 - $100.86 $201,961 - $238,634
2,366 Added 3.48%
70,296 $7.07 Million
Q3 2023

Nov 13, 2023
BUY
$89.49 - $97.11 $916,467 - $994,503
10,241 Added 17.75%
67,930 $6.11 Million
Q2 2023

Aug 11, 2023
BUY
$85.65 - $93.64 $2.32 Million - $2.53 Million
27,039 Added 88.22%
57,689 $5.4 Million
Q1 2023

May 11, 2023
SELL
$81.64 - $90.01 $57,311 - $63,187
-702 Reduced 2.24%
30,650 $2.69 Million
Q4 2022

Feb 14, 2023
BUY
$75.77 - $88.09 $659,577 - $766,823
8,705 Added 38.44%
31,352 $2.58 Million
Q3 2022

Nov 14, 2022
SELL
$75.91 - $92.66 $204,349 - $249,440
-2,692 Reduced 10.62%
22,647 $1.72 Million
Q2 2022

Aug 12, 2022
BUY
$78.1 - $97.98 $148,233 - $185,966
1,898 Added 8.1%
25,339 $2.04 Million
Q1 2022

May 16, 2022
BUY
$89.45 - $106.35 $1.7 Million - $2.03 Million
19,053 Added 434.21%
23,441 $2.27 Million
Q4 2021

Feb 14, 2022
BUY
$95.76 - $106.67 $420,194 - $468,067
4,388 New
4,388 $466,000

Others Institutions Holding SUSA

# of Institutions
545
Shares Held
18.4M
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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