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

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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