Transform Wealth, LLC Ishares Tr Msci Usa Esg Select Transaction History

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Transform Wealth, LLC holds 3,055 shares of SUSA stock, worth $375,031. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,055
Previous 3,055 -0.0%
Holding current value
$375,031
Previous $343,000 7.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 15, 2024
SELL
$102.41 - $112.98 $20,789 - $22,934
-203 Reduced 6.23%
3,055 $343,000
Q1 2024

Apr 15, 2024
BUY
$98.48 - $109.17 $320,847 - $355,675
3,258 New
3,258 $355,000

Others Institutions Holding SUSA

# of Institutions
503
Shares Held
18.9M
Call Options Held
100
Put Options Held
100
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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