Smart Portfolios, LLC Ishares Tr Msci Usa Esg Select Transaction History

Smart Portfolios, LLC

  • $83.2 Million
  • Q1 2025

A detailed history of Smart Portfolios, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Smart Portfolios, LLC holds 7,513 shares of SUSA stock, worth $862,717. This represents 1.04% of its overall portfolio holdings.

Number of Shares
7,513
Previous 7,212 4.17%
Holding current value
$862,717
Previous $876,000 1.48%
% of portfolio
1.04%
Previous 1.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$113.22 - $126.36 $34,079 - $38,034
301 Added 4.17%
7,513 $863,000
Q4 2024

Feb 07, 2025
SELL
$118.0 - $127.04 $8,024 - $8,638
-68 Reduced 0.93%
7,212 $876,000
Q3 2024

Oct 30, 2024
SELL
$108.44 - $120.37 $14,314 - $15,888
-132 Reduced 1.78%
7,280 $876,000
Q2 2024

Jul 22, 2024
SELL
$102.41 - $112.98 $10,343 - $11,410
-101 Reduced 1.34%
7,412 $832,000
Q1 2024

May 01, 2024
SELL
$98.48 - $109.17 $9,552 - $10,589
-97 Reduced 1.27%
7,513 $820,000
Q4 2023

Feb 13, 2024
SELL
$85.36 - $100.86 $78,189 - $92,387
-916 Reduced 10.74%
7,610 $764,000
Q3 2023

Nov 15, 2023
SELL
$89.49 - $97.11 $30,068 - $32,628
-336 Reduced 3.79%
8,526 $767,000
Q2 2023

Jul 14, 2023
BUY
$85.65 - $93.64 $4,368 - $4,775
51 Added 0.58%
8,862 $829,000
Q1 2023

Apr 27, 2023
BUY
$81.64 - $90.01 $653 - $720
8 Added 0.09%
8,811 $773,000
Q4 2022

Feb 15, 2023
BUY
$75.77 - $88.09 $40,158 - $46,687
530 Added 6.41%
8,803 $724,000
Q2 2022

Aug 16, 2022
BUY
$78.1 - $97.98 $10,231 - $12,835
131 Added 1.61%
8,273 $762,000
Q1 2022

Jun 09, 2022
BUY
$89.45 - $106.35 $2,683 - $3,190
30 Added 0.37%
8,142 $788,000
Q4 2021

Jan 26, 2022
BUY
$95.76 - $106.67 $13,597 - $15,147
142 Added 1.78%
8,112 $862,000
Q3 2021

Nov 10, 2021
SELL
$94.69 - $101.93 $12,309 - $13,250
-130 Reduced 1.6%
7,970 $765,000
Q2 2021

Aug 12, 2021
BUY
$88.83 - $95.54 $83,322 - $89,616
938 Added 13.1%
8,100 $774,000
Q1 2021

May 10, 2021
BUY
$81.34 - $87.82 $53,033 - $57,258
652 Added 10.02%
7,162 $629,000
Q4 2020

Mar 08, 2021
BUY
$72.19 - $82.34 $278,148 - $317,256
3,853 Added 145.01%
6,510 $536,000
Q3 2020

Nov 09, 2020
BUY
$67.13 - $78.5 $4,967 - $5,809
74 Added 2.86%
2,657 $391,000
Q2 2020

Aug 11, 2020
BUY
$52.49 - $69.03 $26,140 - $34,376
498 Added 23.88%
2,583 $376,000
Q1 2020

May 12, 2020
BUY
$47.53 - $70.87 $99,100 - $147,763
2,085 New
2,085 $229,000

Others Institutions Holding SUSA

# of Institutions
522
Shares Held
18.5M
Call Options Held
0
Put Options Held
200
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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