Tiedemann Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$94.69 - $101.93 $1.21 Million - $1.3 Million	-12,768 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$81.34 - $87.82 $81,340 - $87,820	1,000 Added 8.5%	12,768 $1.12 Million
Q4 2020 Feb 16, 2021	BUY	$72.19 - $82.34 $424,765 - $484,488	5,884 Added 100.0%	11,768 $969,000
Q2 2020 Nov 12, 2020	BUY	$52.49 - $69.03 $308,851 - $406,172	5,884 New	5,884 $787,000
Q2 2020 Aug 05, 2020	SELL	$52.49 - $69.03 $386,851 - $508,751	-7,370 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$47.53 - $70.87 $89,641 - $133,660	1,886 Added 34.39%	7,370 $809,000
Q3 2019 Nov 06, 2019	BUY	$61.15 - $62.5 $48,920 - $50,000	800 Added 17.08%	5,484 $678,000
Q2 2019 Aug 13, 2019	BUY	N/A	2,733 Added 140.08%	4,684 $571,000
Q4 2018 Feb 13, 2019	SELL	N/A	-952 Reduced 32.79%	1,951 $202,000
Q2 2018 Aug 14, 2018	BUY	N/A	2,903 New	2,903 $330,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$198 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$186 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$145 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$124 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$101 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Tiedemann Advisors, LLC with notifications on news.