Sage View Advisory Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 46,079 shares of SUSA stock, worth $5.81 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

46,079

Previous 48,238 4.48%

Holding current value

$5.81 Million

Previous $5.42 Billion 2.32%

% of portfolio

0.28%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$108.44 - $120.37 $234,121 - $259,878	-2,159 Reduced 4.48%	46,079 $5.55 Billion
Q2 2024 Aug 14, 2024	BUY	$102.41 - $112.98 $4.94 Million - $5.45 Million	48,238 New	48,238 $5.42 Billion
Q4 2023 Feb 09, 2024	BUY	$85.36 - $100.86 $464,016 - $548,274	5,436 Added 9.85%	60,633 $6.25 Billion
Q3 2023 Nov 02, 2023	SELL	$89.49 - $97.11 $226,499 - $245,785	-2,531 Reduced 4.38%	55,197 $4.97 Billion
Q2 2023 Aug 11, 2023	SELL	$85.65 - $93.64 $157,767 - $172,484	-1,842 Reduced 3.09%	57,728 $5.41 Billion
Q1 2023 May 01, 2023	SELL	$81.64 - $90.01 $83,354 - $91,900	-1,021 Reduced 1.69%	59,570 $5.23 Billion
Q4 2022 Feb 14, 2023	BUY	$75.77 - $88.09 $4.59 Million - $5.34 Million	60,591 New	60,591 $4.99 Billion

Others Institutions Holding SUSA

# of Institutions

502

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Sage View Advisory Group, LLC Ishares Tr Msci Usa Esg Select Transaction History