Ulland Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Ulland Investment Advisors, LLC

  • $137 Million
  • Q3 2024

A detailed history of Ulland Investment Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 8,880 shares of SUSA stock, worth $1.11 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
8,880
Previous 8,880 -0.0%
Holding current value
$1.11 Million
Previous $998,000 7.11%
% of portfolio
0.78%
Previous 0.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023
SELL
$75.77 - $88.09 $115,549 - $134,337
-1,525 Reduced 14.66%
8,880 $731,000
Q3 2022

Oct 12, 2022
SELL
$75.91 - $92.66 $18,977 - $23,165
-250 Reduced 2.35%
10,405 $790,000
Q4 2021

Feb 16, 2022
BUY
$95.76 - $106.67 $1.02 Million - $1.14 Million
10,655 New
10,655 $1.13 Million

Others Institutions Holding SUSA

# of Institutions
501
Shares Held
18.8M
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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