Signature Estate & Investment Advisors LLC Ishares Tr Msci Usa Esg Select Transaction History

Signature Estate & Investment Advisors LLC

$4.21 Billion
Q2 2025

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2018 Oct 18, 2018	SELL	N/A	-913 Closed	0 $0
Q2 2018 Jul 24, 2018	SELL	N/A	-7 Reduced 0.76%	913 $103,000
Q1 2018 Apr 16, 2018	SELL	N/A	-1,083 Reduced 54.07%	920 $102,000
Q3 2017 Nov 07, 2017	BUY	N/A	187 Added 10.3%	2,003 $209,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,816	1,816 $186,000

Others Institutions Holding SUSA

# of Institutions

542

Shares Held

18.4M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

1.5M
Shares

$195 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$190 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.05M
Shares

$136 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.04M
Shares

$135 Million
0.09% of portfolio
Spinnaker Trust

595K
Shares

$77.2 Million
4.59% of portfolio

View Full List

About ISHARES TR MSCI USA ESG SELECT

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