A detailed history of Swp Financial LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Swp Financial LLC holds 3,179 shares of SUSA stock, worth $360,244. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,179
Previous 3,128 1.63%
Holding current value
$360,244
Previous $341 Million 4.61%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Jul 15, 2024

BUY
$102.41 - $112.98 $5,222 - $5,761
51 Added 1.63%
3,179 $357 Million
Q1 2024

Apr 30, 2024

BUY
$98.48 - $109.17 $22,453 - $24,890
228 Added 7.86%
3,128 $341 Million
Q4 2023

Mar 08, 2024

BUY
$85.36 - $100.86 $247,544 - $292,494
2,900 New
2,900 $291 Million

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Swp Financial LLC Portfolio

Follow Swp Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Swp Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swp Financial LLC with notifications on news.