Summit X, LLC Ishares Tr Msci Usa Esg Select Transaction History

Summit X, LLC

$423 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$72.19 - $82.34 $9,745 - $11,115	-135 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$67.13 - $78.5 $9,062 - $10,597	135 New	135 $294,000

Others Institutions Holding SUSA

# of Institutions

501

Shares Held

18.8M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$195 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$183 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$143 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$123 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$99.7 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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