Wealth Shield Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History

Wealth Shield Partners, LLC

$761 Million
Q1 2025

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 7,320 shares of SUSA stock, worth $840,555. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,320

Previous 7,346 0.35%

Holding current value

$840,555

Previous $893,000 5.94%

% of portfolio

0.11%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$113.22 - $126.36 $2,943 - $3,285	-26 Reduced 0.35%	7,320 $840,000
Q4 2024 Feb 04, 2025	SELL	$118.0 - $127.04 $63,720 - $68,601	-540 Reduced 6.85%	7,346 $893,000
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

# of Institutions

516

Shares Held

19.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Wealth Shield Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History