Spartan Planning & Wealth Management Ishares Tr Msci Usa Esg Select Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 943 shares of SUSA stock, worth $115,008. This represents 0.1% of its overall portfolio holdings.

Number of Shares
943
Previous 628 50.16%
Holding current value
$115,008
Previous $56,000 67.86%
% of portfolio
0.1%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
BUY
$85.36 - $100.86 $26,888 - $31,770
315 Added 50.16%
943 $94,000
Q3 2023

Nov 17, 2023
BUY
$89.49 - $97.11 $34,990 - $37,970
391 Added 164.98%
628 $56,000
Q4 2022

Feb 01, 2023
SELL
$75.77 - $88.09 $1,136 - $1,321
-15 Reduced 5.95%
237 $19,000
Q3 2022

Nov 01, 2022
BUY
$75.91 - $92.66 $3,871 - $4,725
51 Added 25.37%
252 $19,000
Q2 2022

Aug 10, 2022
BUY
$78.1 - $97.98 $15,698 - $19,693
201 New
201 $16,000

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

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