Shira Ridge Wealth Management Ishares Tr Msci Usa Esg Select Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Shira Ridge Wealth Management holds 263,649 shares of SUSA stock, worth $32.8 Million. This represents 15.68% of its overall portfolio holdings.

Number of Shares

263,649

Previous 262,229 0.54%

Holding current value

$32.8 Million

Previous $31.6 Billion 1.56%

% of portfolio

15.68%

Previous 16.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$118.0 - $127.04 $167,560 - $180,396	1,420 Added 0.54%	263,649 $32.1 Billion
Q3 2024 Oct 10, 2024	SELL	$108.44 - $120.37 $1.16 Million - $1.28 Million	-10,658 Reduced 3.91%	262,229 $31.6 Billion
Q2 2024 Jul 11, 2024	SELL	$102.41 - $112.98 $170,000 - $187,546	-1,660 Reduced 0.6%	272,887 $30.7 Billion
Q1 2024 Apr 18, 2024	SELL	$98.48 - $109.17 $55,345 - $61,353	-562 Reduced 0.2%	274,547 $30 Billion
Q4 2023 Jan 10, 2024	BUY	$85.36 - $100.86 $1.08 Million - $1.28 Million	12,672 Added 4.83%	275,109 $27.7 Billion
Q3 2023 Oct 10, 2023	BUY	$89.49 - $97.11 $537,297 - $583,048	6,004 Added 2.34%	262,437 $23.6 Billion
Q2 2023 Jul 12, 2023	BUY	$85.65 - $93.64 $239,734 - $262,098	2,799 Added 1.1%	256,433 $24 Billion
Q1 2023 May 08, 2023	BUY	$81.64 - $90.01 $273,249 - $301,263	3,347 Added 1.34%	253,634 $22.3 Billion
Q4 2022 Jan 12, 2023	BUY	$75.77 - $88.09 $19 Million - $22 Million	250,287 New	250,287 $20.6 Billion

Others Institutions Holding SUSA

# of Institutions

505

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management Ishares Tr Msci Usa Esg Select Transaction History