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 $528,317. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,895

Previous 3,906 0.28%

Holding current value

$528,317

Previous $351,000 11.4%

% of portfolio

0.03%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

545

Shares Held

18.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Account

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