Savvy Advisors, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Savvy Advisors, Inc.

$2.09 Billion
Q3 2025

A detailed history of Savvy Advisors, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Savvy Advisors, Inc. holds 4,591 shares of SUSA stock, worth $629,380. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,591

Holding current value

$629,380

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$126.64 - $135.65 $581,404 - $622,769	4,591 New	4,591 $622,000

Others Institutions Holding SUSA

# of Institutions

552

Shares Held

17.2M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.46M
Shares

$201 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.06M
Shares

$146 Million
0.09% of portfolio
Morgan Stanley New York, NY

1.05M
Shares

$144 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

590K
Shares

$80.9 Million
0.02% of portfolio
Spinnaker Trust

589K
Shares

$80.7 Million
4.48% of portfolio

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

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Savvy Advisors, Inc. Ishares Tr Msci Usa Esg Select Transaction History