Tradition Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q4 2024

A detailed history of Tradition Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 2,861 shares of SUSA stock, worth $343,377. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,861

Previous 3,315 13.7%

Holding current value

$343,377

Previous $399,000 13.03%

% of portfolio

0.03%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$118.0 - $127.04 $53,572 - $57,676	-454 Reduced 13.7%	2,861 $347,000
Q3 2024 Nov 14, 2024	SELL	$108.44 - $120.37 $3,253 - $3,611	-30 Reduced 0.9%	3,315 $399,000
Q2 2024 Aug 12, 2024	SELL	$102.41 - $112.98 $25,397 - $28,019	-248 Reduced 6.9%	3,345 $375,000
Q1 2024 May 13, 2024	SELL	$98.48 - $109.17 $27,574 - $30,567	-280 Reduced 7.23%	3,593 $392,000
Q4 2023 Feb 12, 2024	BUY	$85.36 - $100.86 $1,792 - $2,118	21 Added 0.55%	3,873 $389,000
Q3 2023 Nov 13, 2023	BUY	$89.49 - $97.11 $1,700 - $1,845	19 Added 0.5%	3,852 $347,000
Q2 2023 Aug 14, 2023	SELL	$85.65 - $93.64 $98,754 - $107,966	-1,153 Reduced 23.12%	3,833 $359,000
Q1 2023 May 11, 2023	BUY	$81.64 - $90.01 $26,043 - $28,713	319 Added 6.84%	4,986 $438,000
Q4 2022 Feb 03, 2023	BUY	$75.77 - $88.09 $19,245 - $22,374	254 Added 5.76%	4,667 $384,000
Q3 2022 Nov 14, 2022	BUY	$75.91 - $92.66 $7,818 - $9,543	103 Added 2.39%	4,413 $335,000
Q2 2022 Aug 02, 2022	BUY	$78.1 - $97.98 $10,309 - $12,933	132 Added 3.16%	4,310 $348,000
Q1 2022 May 11, 2022	BUY	$89.45 - $106.35 $61,094 - $72,637	683 Added 19.54%	4,178 $405,000
Q4 2021 Feb 14, 2022	BUY	$95.76 - $106.67 $265,446 - $295,689	2,772 Added 383.4%	3,495 $371,000
Q3 2021 Nov 12, 2021	BUY	$94.69 - $101.93 $12,972 - $13,964	137 Added 23.38%	723 $69,000
Q2 2021 Aug 09, 2021	BUY	$88.83 - $95.54 $40,328 - $43,375	454 Added 343.94%	586 $56,000
Q4 2020 Feb 16, 2021	BUY	$72.19 - $82.34 $9,529 - $10,868	132 New	132 $11,000

Others Institutions Holding SUSA

# of Institutions

525

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Tradition Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History