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

Sage View Advisory Group, LLC

  • $2.15 Trillion
  • Q2 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 48,238 shares of SUSA stock, worth $5.69 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
48,238
Holding current value
$5.69 Million
% of portfolio
0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
490
Shares Held
19M
Call Options Held
200
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 Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory 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 Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email