Shepherd Financial Partners LLC Ishares Tr Msci Usa Esg Select Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 30,533 shares of SUSA stock, worth $3.45 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
30,533
Previous 27,153
12.45%
Holding current value
$3.45 Million
Previous $2.73 Million
22.13%
% of portfolio
0.44%
Previous 0.39%
Shares
27 transactions
Others Institutions Holding SUSA
# of Institutions
481Shares Held
19.2MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.62MShares$183 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.54MShares$173 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.19MShares$134 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.01MShares$114 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN875KShares$98.7 Million0.03% of portfolio