United Capital Financial Advisers, LLC Ishares Tr Msci Usa Esg Select Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 3,566 shares of SUSA stock, worth $435,729. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,566
Holding current value
$435,729
% of portfolio
0.0%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$118.0 - $127.04 $420,788 - $453,024
3,566 New
3,566 $433,000
Q3 2023

Nov 14, 2023
BUY
$89.49 - $97.11 $31,321 - $33,988
350 Added 2.73%
13,174 $1.19 Million
Q1 2023

May 15, 2023
SELL
$81.64 - $90.01 $20,654 - $22,772
-253 Reduced 1.93%
12,824 $1.13 Million
Q3 2022

Nov 14, 2022
SELL
$75.91 - $92.66 $29,984 - $36,600
-395 Reduced 2.93%
13,077 $993,000
Q2 2022

Aug 11, 2022
BUY
$78.1 - $97.98 $3,904 - $4,899
50 Added 0.37%
13,472 $1.09 Million
Q1 2022

May 16, 2022
SELL
$89.45 - $106.35 $122,278 - $145,380
-1,367 Reduced 9.24%
13,422 $1.3 Million
Q4 2021

Feb 14, 2022
SELL
$95.76 - $106.67 $23,461 - $26,134
-245 Reduced 1.63%
14,789 $1.57 Million
Q3 2021

Nov 15, 2021
BUY
$94.69 - $101.93 $94 - $101
1 Added 0.01%
15,034 $1.44 Million
Q2 2021

Aug 13, 2021
SELL
$88.83 - $95.54 $480,214 - $516,489
-5,406 Reduced 26.45%
15,033 $1.44 Million
Q1 2021

May 14, 2021
BUY
$81.34 - $87.82 $3,578 - $3,864
44 Added 0.22%
20,439 $1.8 Million
Q4 2020

Feb 17, 2021
BUY
$72.19 - $82.34 $741,607 - $845,878
10,273 Added 101.49%
20,395 $1.68 Million
Q3 2020

Nov 13, 2020
SELL
$67.13 - $78.5 $12,351 - $14,444
-184 Reduced 1.79%
10,122 $1.49 Million
Q2 2020

Aug 13, 2020
BUY
$52.49 - $69.03 $52 - $69
1 Added 0.01%
10,306 $1.38 Million
Q1 2020

May 15, 2020
BUY
$47.53 - $70.87 $32,890 - $49,042
692 Added 7.2%
10,305 $1.13 Million
Q4 2019

Feb 14, 2020
BUY
$59.6 - $67.25 $132,967 - $150,034
2,231 Added 30.22%
9,613 $1.29 Million
Q3 2019

Feb 14, 2020
BUY
$61.15 - $62.5 $451,409 - $461,375
7,382 New
7,382 $912,000
Q3 2019

Nov 14, 2019
SELL
$61.15 - $62.5 $411,417 - $420,500
-6,728 Closed
0 $0
Q2 2019

Aug 13, 2019
SELL
N/A
-333 Reduced 4.72%
6,728 $820,000
Q1 2019

May 14, 2019
BUY
N/A
75 Added 1.07%
7,061 $835,000
Q4 2018

Feb 14, 2019
BUY
N/A
185 Added 2.72%
6,986 $721,000
Q2 2018

Aug 14, 2018
BUY
N/A
43 Added 0.64%
6,801 $767,000
Q1 2018

May 15, 2018
SELL
N/A
-1,533 Reduced 18.49%
6,758 $749,000
Q4 2017

Feb 13, 2018
BUY
N/A
45 Added 0.55%
8,291 $921,000
Q3 2017

Nov 14, 2017
BUY
N/A
7 Added 0.08%
8,246 $862,000
Q2 2017

Aug 14, 2017
BUY
N/A
8,239
8,239 $843,000

Others Institutions Holding SUSA

# of Institutions
524
Shares Held
19.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email