Wealthquest Corp Ishares Tr Msci Usa Esg Select Transaction History

Wealthquest Corp

$781 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	N/A	-1,935 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	N/A	-216 Reduced 10.04%	1,935 $208,000
Q3 2021 Nov 15, 2021	BUY	N/A	2,151 New	2,151 $211,000

Others Institutions Holding SUSA

# of Institutions

481

Shares Held

19.2M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.62M
Shares

$182 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.54M
Shares

$173 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$134 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.01M
Shares

$114 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

875K
Shares

$98.3 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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