A detailed history of Van Hulzen Asset Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 2,327 shares of SUSA stock, worth $289,734. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,327
Previous 2,392 2.72%
Holding current value
$289,734
Previous $269,000 4.09%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$108.44 - $120.37 $7,048 - $7,824
-65 Reduced 2.72%
2,327 $280,000
Q2 2024

Aug 07, 2024

SELL
$102.41 - $112.98 $2,867 - $3,163
-28 Reduced 1.16%
2,392 $269,000
Q4 2023

Feb 07, 2024

SELL
$85.36 - $100.86 $3,329 - $3,933
-39 Reduced 1.59%
2,420 $243,000
Q3 2023

Nov 07, 2023

SELL
$89.49 - $97.11 $5,190 - $5,632
-58 Reduced 2.3%
2,459 $221,000
Q2 2023

Aug 03, 2023

BUY
$85.65 - $93.64 $4,967 - $5,431
58 Added 2.36%
2,517 $236,000
Q4 2022

Feb 13, 2023

BUY
$75.77 - $88.09 $186,318 - $216,613
2,459 New
2,459 $202,000
Q2 2022

Aug 04, 2022

SELL
$78.1 - $97.98 $43,657 - $54,770
-559 Reduced 18.11%
2,528 $204,000
Q1 2022

May 20, 2022

SELL
$89.45 - $106.35 $1,878 - $2,233
-21 Reduced 0.68%
3,087 $299,000
Q4 2021

Feb 04, 2022

SELL
$95.76 - $106.67 $9,192 - $10,240
-96 Reduced 3.0%
3,108 $330,000
Q3 2021

Nov 12, 2021

SELL
$94.69 - $101.93 $18,180 - $19,570
-192 Reduced 5.65%
3,204 $307,000
Q1 2021

May 12, 2021

SELL
$81.34 - $87.82 $4,880 - $5,269
-60 Reduced 1.74%
3,396 $298,000
Q4 2020

Feb 16, 2021

BUY
$72.19 - $82.34 $124,744 - $142,283
1,728 Added 100.0%
3,456 $285,000
Q3 2020

Nov 03, 2020

SELL
$67.13 - $78.5 $8,256 - $9,655
-123 Reduced 6.65%
1,728 $254,000
Q1 2020

May 14, 2020

SELL
$47.53 - $70.87 $2,376 - $3,543
-50 Reduced 2.63%
1,851 $203,000
Q4 2019

Feb 12, 2020

BUY
$59.6 - $67.25 $113,299 - $127,842
1,901 New
1,901 $255,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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