Strategic Wealth Advisors Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 16,776 shares of SUSA stock, worth $2.06 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,776

Previous 30,457 44.92%

Holding current value

$2.06 Million

Previous $2.54 Million 49.8%

% of portfolio

0.05%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$75.91 - $92.66 $1.04 Million - $1.27 Million	-13,681 Reduced 44.92%	16,776 $1.27 Million
Q2 2022 Aug 12, 2022	SELL	$78.1 - $97.98 $161,120 - $202,132	-2,063 Reduced 6.34%	30,457 $2.54 Million
Q1 2022 May 10, 2022	BUY	$89.45 - $106.35 $420,772 - $500,270	4,704 Added 16.91%	32,520 $3.15 Million
Q4 2021 Feb 16, 2022	BUY	$95.76 - $106.67 $19,535 - $21,760	204 Added 0.74%	27,816 $2.96 Million
Q3 2021 Nov 17, 2021	BUY	$94.69 - $101.93 $157,848 - $169,917	1,667 Added 6.43%	27,612 $2.65 Million
Q2 2021 Aug 10, 2021	BUY	$88.83 - $95.54 $151,455 - $162,895	1,705 Added 7.03%	25,945 $2.48 Million
Q1 2021 May 07, 2021	BUY	$81.34 - $87.82 $1.14 Million - $1.23 Million	14,000 Added 136.72%	24,240 $2.13 Million
Q4 2020 Feb 12, 2021	BUY	$72.19 - $82.34 $739,225 - $843,161	10,240 New	10,240 $843,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Strategic Wealth Advisors Group, LLC Ishares Tr Msci Usa Esg Select Transaction History