A detailed history of Strategic Wealth Investment Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 2,539 shares of SUSA stock, worth $309,656. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,539
Previous 2,539 -0.0%
Holding current value
$309,656
Previous $285,000 7.02%
% of portfolio
0.03%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$102.41 - $112.98 $29,186 - $32,199
-285 Reduced 10.09%
2,539 $285,000
Q4 2023

Jan 16, 2024

BUY
$85.36 - $100.86 $17,413 - $20,575
204 Added 7.79%
2,824 $283,000
Q2 2023

Jul 17, 2023

SELL
$85.65 - $93.64 $81,795 - $89,426
-955 Reduced 26.71%
2,620 $245,000
Q1 2023

Apr 24, 2023

SELL
$81.64 - $90.01 $602,829 - $664,633
-7,384 Reduced 67.38%
3,575 $313,000
Q1 2023

Apr 20, 2023

BUY
$81.64 - $90.01 $631,077 - $695,777
7,730 Added 239.39%
10,959 $961,000
Q4 2022

Jan 27, 2023

SELL
$75.77 - $88.09 $18,790 - $21,846
-248 Reduced 7.13%
3,229 $0
Q3 2022

Oct 21, 2022

BUY
$75.91 - $92.66 $263,939 - $322,178
3,477 New
3,477 $264,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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