Wealthcare Capital Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Wealthcare Capital Management LLC

$962 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 29, 2020	SELL	$59.6 - $67.25 $57,454 - $64,829	-964 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	964 New	964 $99,000

Others Institutions Holding SUSA

# of Institutions

518

Shares Held

18.9M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.5M
Shares

$172 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$171 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.14M
Shares

$131 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

997K
Shares

$115 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

786K
Shares

$90.2 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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