Warren Averett Asset Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 5,876 shares of SUSA stock, worth $806,833. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,876
Previous 6,204 5.29%
Holding current value
$806,833
Previous $786,000 1.4%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$126.64 - $135.65 $41,537 - $44,493
-328 Reduced 5.29%
5,876 $797,000
Q2 2025

Aug 14, 2025
SELL
$101.97 - $126.75 $50,985 - $63,375
-500 Reduced 7.46%
6,204 $786,000
Q1 2025

May 15, 2025
BUY
$113.22 - $126.36 $169,830 - $189,540
1,500 Added 28.82%
6,704 $770,000
Q4 2024

Feb 14, 2025
BUY
$118.0 - $127.04 $85,432 - $91,976
724 Added 16.16%
5,204 $632,000
Q3 2024

Nov 14, 2024
SELL
$108.44 - $120.37 $27,110 - $30,092
-250 Reduced 5.29%
4,480 $539,000
Q2 2024

Aug 14, 2024
BUY
$102.41 - $112.98 $484,399 - $534,395
4,730 New
4,730 $531,000

Others Institutions Holding SUSA

# of Institutions
561
Shares Held
17.1M
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
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