Soa Wealth Advisors, Llc. Ishares Tr Msci Usa Esg Select Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 60,248 shares of SUSA stock, worth $7.35 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

60,248

Previous 64,467 6.54%

Holding current value

$7.35 Million

Previous $7.24 Million 0.11%

% of portfolio

1.4%

Previous 1.48%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$108.44 - $120.37 $457,508 - $507,841	-4,219 Reduced 6.54%	60,248 $7.25 Million
Q2 2024 Jul 17, 2024	SELL	$102.41 - $112.98 $952,413 - $1.05 Million	-9,300 Reduced 12.61%	64,467 $7.24 Million
Q1 2024 Apr 10, 2024	SELL	$98.48 - $109.17 $197,452 - $218,885	-2,005 Reduced 2.65%	73,767 $8.05 Million
Q4 2023 Jan 10, 2024	SELL	$85.36 - $100.86 $74,433 - $87,949	-872 Reduced 1.14%	75,772 $7.62 Million
Q3 2023 Oct 10, 2023	BUY	$89.49 - $97.11 $119,200 - $129,350	1,332 Added 1.77%	76,644 $6.9 Million
Q2 2023 Jul 07, 2023	SELL	$85.65 - $93.64 $454,287 - $496,666	-5,304 Reduced 6.58%	75,312 $7.05 Million
Q1 2023 Apr 28, 2023	SELL	$81.64 - $90.01 $36,411 - $40,144	-446 Reduced 0.55%	80,616 $7.08 Million
Q4 2022 Jan 10, 2023	BUY	$75.77 - $88.09 $2.05 Million - $2.39 Million	27,089 Added 50.19%	81,062 $0
Q3 2022 Oct 07, 2022	BUY	$75.91 - $92.66 $355,714 - $434,204	4,686 Added 9.51%	53,973 $4.1 Million
Q2 2022 Jul 13, 2022	BUY	$78.1 - $97.98 $1.14 Million - $1.43 Million	14,564 Added 41.94%	49,287 $3.98 Million
Q1 2022 Apr 07, 2022	SELL	$89.45 - $106.35 $35,958 - $42,752	-402 Reduced 1.14%	34,723 $3.36 Million
Q4 2021 Jan 13, 2022	BUY	$95.76 - $106.67 $1.05 Million - $1.17 Million	10,963 Added 45.37%	35,125 $3.74 Million
Q3 2021 Oct 12, 2021	BUY	$94.69 - $101.93 $396,467 - $426,780	4,187 Added 20.96%	24,162 $2.32 Million
Q2 2021 Jul 14, 2021	BUY	$88.83 - $95.54 $1.26 Million - $1.35 Million	14,138 Added 242.21%	19,975 $1.91 Million
Q1 2021 Apr 26, 2021	BUY	$81.34 - $87.82 $456,480 - $492,845	5,612 Added 2494.22%	5,837 $512,000
Q4 2020 Mar 10, 2021	BUY	$72.19 - $82.34 $16,242 - $18,526	225 New	225 $19,000

Others Institutions Holding SUSA

# of Institutions

501

Shares Held

18.8M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Soa Wealth Advisors, Llc. Ishares Tr Msci Usa Esg Select Transaction History