Wealthsource Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wealthsource Partners, LLC holds 3,895 shares of SUSA stock, worth $485,745. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,895
Previous 3,906 0.28%
Holding current value
$485,745
Previous $351,000 11.4%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$85.36 - $100.86 $938 - $1,109
-11 Reduced 0.28%
3,895 $391,000
Q3 2023

Nov 09, 2023
SELL
$89.49 - $97.11 $34,364 - $37,290
-384 Reduced 8.95%
3,906 $351,000
Q2 2023

Aug 14, 2023
BUY
$85.65 - $93.64 $171 - $187
2 Added 0.05%
4,290 $401,000
Q1 2023

May 15, 2023
BUY
$81.64 - $90.01 $163 - $180
2 Added 0.05%
4,288 $376,000
Q4 2022

Feb 09, 2023
SELL
$75.77 - $88.09 $1,515 - $1,761
-20 Reduced 0.46%
4,286 $352,000
Q3 2022

Nov 14, 2022
BUY
$75.91 - $92.66 $326,868 - $398,993
4,306 New
4,306 $327,000

Others Institutions Holding SUSA

# of Institutions
501
Shares Held
18.8M
Call Options Held
100
Put Options Held
100
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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