Spire Wealth Management Ishares Tr Msci Usa Esg Select Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Spire Wealth Management holds 1,843 shares of SUSA stock, worth $221,196. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,843

Previous 1,843 -0.0%

Holding current value

$221,196

Previous $221,000 1.36%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$102.41 - $112.98 $15,361 - $16,947	-150 Reduced 7.53%	1,843 $207,000
Q1 2024 Apr 24, 2024	SELL	$98.48 - $109.17 $1,378 - $1,528	-14 Reduced 0.7%	1,993 $217,000
Q4 2023 Feb 06, 2024	SELL	$85.36 - $100.86 $13,828 - $16,339	-162 Reduced 7.47%	2,007 $201,000
Q1 2023 May 09, 2023	BUY	$81.64 - $90.01 $10,613 - $11,701	130 Added 6.38%	2,169 $190,000
Q4 2022 Feb 03, 2023	SELL	$75.77 - $88.09 $22,124 - $25,722	-292 Reduced 12.53%	2,039 $168,000
Q3 2022 Nov 07, 2022	SELL	$75.91 - $92.66 $127,908 - $156,132	-1,685 Reduced 41.96%	2,331 $177,000
Q2 2022 Jul 22, 2022	SELL	$78.1 - $97.98 $153,310 - $192,334	-1,963 Reduced 32.83%	4,016 $324,000
Q1 2022 Apr 18, 2022	BUY	$89.45 - $106.35 $10,465 - $12,442	117 Added 2.0%	5,979 $579,000
Q4 2021 Jan 14, 2022	BUY	$95.76 - $106.67 $3,734 - $4,160	39 Added 0.67%	5,862 $623,000
Q2 2021 Jul 26, 2021	BUY	$88.83 - $95.54 $23,095 - $24,840	260 Added 4.67%	5,823 $556,000
Q1 2021 May 21, 2021	BUY	$81.34 - $87.82 $452,494 - $488,542	5,563 New	5,563 $489,000

Others Institutions Holding SUSA

# of Institutions

525

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

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Spire Wealth Management Ishares Tr Msci Usa Esg Select Transaction History