A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 7,886 shares of SUSA stock, worth $981,885. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,886
Previous 7,976 1.13%
Holding current value
$981,885
Previous $896,000 5.92%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 04, 2024

SELL
$108.44 - $120.37 $9,759 - $10,833
-90 Reduced 1.13%
7,886 $949,000
Q2 2024

Jul 26, 2024

SELL
$102.41 - $112.98 $43,012 - $47,451
-420 Reduced 5.0%
7,976 $896,000
Q1 2024

Apr 29, 2024

SELL
$98.48 - $109.17 $5,022 - $5,567
-51 Reduced 0.6%
8,396 $916,000
Q4 2023

Jan 23, 2024

SELL
$85.36 - $100.86 $4,780 - $5,648
-56 Reduced 0.66%
8,447 $849,000
Q3 2023

Oct 25, 2023

SELL
$89.49 - $97.11 $15,213 - $16,508
-170 Reduced 1.96%
8,503 $765,000
Q2 2023

Aug 03, 2023

SELL
$85.65 - $93.64 $5,139 - $5,618
-60 Reduced 0.69%
8,673 $812,000
Q1 2023

May 08, 2023

BUY
$81.64 - $90.01 $9,633 - $10,621
118 Added 1.37%
8,733 $766,000
Q4 2022

Feb 13, 2023

BUY
$75.77 - $88.09 $12,880 - $14,975
170 Added 2.01%
8,615 $709,000
Q3 2022

Nov 04, 2022

SELL
$75.91 - $92.66 $23,911 - $29,187
-315 Reduced 3.6%
8,445 $641,000
Q2 2022

Aug 11, 2022

BUY
$78.1 - $97.98 $8,981 - $11,267
115 Added 1.33%
8,760 $707,000
Q1 2022

May 09, 2022

BUY
$89.45 - $106.35 $773,295 - $919,395
8,645 New
8,645 $837,000
Q4 2020

Feb 16, 2021

SELL
$72.19 - $82.34 $6,208 - $7,081
-86 Closed
0 $0
Q2 2020

Aug 13, 2020

SELL
$52.49 - $69.03 $262 - $345
-5 Reduced 5.49%
86 $12,000
Q1 2020

May 12, 2020

BUY
$47.53 - $70.87 $4,325 - $6,449
91 New
91 $10,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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