Welch & Forbes LLC Ishares Tr Msci Usa Esg Select Transaction History

Welch & Forbes LLC

$7.48 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$78.1 - $97.98 $184,784 - $231,820	-2,366 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$95.76 - $106.67 $226,568 - $252,381	2,366 New	2,366 $251,000

Others Institutions Holding SUSA

# of Institutions

521

Shares Held

18.5M

Call Options Held

0

Put Options Held

200

Jpmorgan Chase & CO New York, NY

1.5M
Shares

$180 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$178 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.06M
Shares

$127 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

997K
Shares

$120 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

651K
Shares

$78.2 Million
0.02% of portfolio

About ISHARES TR MSCI USA ESG SELECT

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