Tria Gen Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Tria Gen Wealth Management LLC

$277 Million
Q4 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 5,178 shares of SUSA stock, worth $644,143. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,178

Previous 5,178 -0.0%

Holding current value

$644,143

Previous $623,000 0.96%

% of portfolio

0.23%

Previous 0.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$108.44 - $120.37 $13,338 - $14,805	123 Added 2.43%	5,178 $623,000
Q1 2024 Apr 23, 2024	SELL	$98.48 - $109.17 $1,477 - $1,637	-15 Reduced 0.3%	5,055 $551,000
Q2 2023 Aug 08, 2023	BUY	$85.65 - $93.64 $20,812 - $22,754	243 Added 5.03%	5,070 $474,000
Q3 2022 Oct 21, 2022	BUY	$75.91 - $92.66 $12,980 - $15,844	171 Added 3.67%	4,827 $366,000
Q2 2022 Jul 29, 2022	BUY	$78.1 - $97.98 $8,434 - $10,581	108 Added 2.37%	4,656 $376,000
Q1 2022 Apr 29, 2022	SELL	$89.45 - $106.35 $108,950 - $129,534	-1,218 Reduced 21.12%	4,548 $440,000
Q4 2021 Feb 09, 2022	SELL	$95.76 - $106.67 $1,340 - $1,493	-14 Reduced 0.24%	5,766 $613,000
Q3 2021 Nov 10, 2021	BUY	$94.69 - $101.93 $94 - $101	1 Added 0.02%	5,780 $555,000
Q2 2021 Aug 02, 2021	BUY	$88.83 - $95.54 $6,218 - $6,687	70 Added 1.23%	5,779 $568,000
Q4 2020 Feb 02, 2021	BUY	$72.19 - $82.34 $412,132 - $470,079	5,709 New	5,709 $470,000

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

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 Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Account

Tria Gen Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History