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

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025

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 13,085 shares of SUSA stock, worth $1.6 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,085
Previous 51,554 74.62%
Holding current value
$1.6 Million
Previous $6.27 Million 76.18%
% of portfolio
0.18%
Previous 1.18%

Shares

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

Apr 14, 2025
SELL
$113.22 - $126.36 $4.36 Million - $4.86 Million
-38,469 Reduced 74.62%
13,085 $1.49 Million
Q4 2024

Jan 28, 2025
SELL
$118.0 - $127.04 $1.03 Million - $1.1 Million
-8,694 Reduced 14.43%
51,554 $6.27 Million
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
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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