A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 7,871 shares of SUSA stock, worth $966,243. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,871
Previous 19,313 59.25%
Holding current value
$966,243
Previous $2.17 Million 56.36%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Nov 13, 2024

SELL
$108.44 - $120.37 $1.24 Million - $1.38 Million
-11,442 Reduced 59.25%
7,871 $947,000
Q2 2024

Aug 08, 2024

SELL
$102.41 - $112.98 $4,506 - $4,971
-44 Reduced 0.23%
19,313 $2.17 Million
Q1 2024

May 06, 2024

SELL
$98.48 - $109.17 $2,265 - $2,510
-23 Reduced 0.12%
19,357 $2.11 Million
Q4 2023

Feb 06, 2024

SELL
$85.36 - $100.86 $2,902 - $3,429
-34 Reduced 0.18%
19,380 $1.95 Million
Q3 2023

Nov 06, 2023

SELL
$89.49 - $97.11 $4,474 - $4,855
-50 Reduced 0.26%
19,414 $1.75 Million
Q4 2022

Feb 13, 2023

BUY
$75.77 - $88.09 $1,742 - $2,026
23 Added 0.12%
19,464 $1.6 Million
Q3 2022

Nov 14, 2022

BUY
$75.91 - $92.66 $1.48 Million - $1.8 Million
19,441 New
19,441 $1.48 Million

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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