Tci Wealth Advisors, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Tci Wealth Advisors, Inc.

$1.52 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 29, 2021	SELL	$81.34 - $87.82 $6,832 - $7,376	-84 Closed	0 $0
Q4 2020 Jan 21, 2021	BUY	$72.19 - $82.34 $6,063 - $6,916	84 New	84 $7,000

Others Institutions Holding SUSA

# of Institutions

554

Shares Held

17.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.46M
Shares

$201 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.06M
Shares

$146 Million
0.09% of portfolio
Morgan Stanley New York, NY

1.05M
Shares

$144 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

590K
Shares

$80.9 Million
0.02% of portfolio
Spinnaker Trust

589K
Shares

$80.7 Million
4.48% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
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