A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 11,009 shares of SUSA stock, worth $1.37 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,009
Previous 11,158 1.34%
Holding current value
$1.37 Million
Previous $1.25 Million 5.75%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 12, 2024

SELL
$108.44 - $120.37 $16,157 - $17,935
-149 Reduced 1.34%
11,009 $1.33 Million
Q2 2024

Aug 14, 2024

BUY
$102.41 - $112.98 $304,874 - $336,341
2,977 Added 36.39%
11,158 $1.25 Million
Q1 2024

May 13, 2024

BUY
$98.48 - $109.17 $19,400 - $21,506
197 Added 2.47%
8,181 $893,000
Q4 2023

Feb 13, 2024

BUY
$85.36 - $100.86 $31,241 - $36,914
366 Added 4.8%
7,984 $802,000
Q3 2023

Nov 09, 2023

BUY
$89.49 - $97.11 $84,031 - $91,186
939 Added 14.06%
7,618 $685,000
Q2 2023

Aug 11, 2023

BUY
$85.65 - $93.64 $31,347 - $34,272
366 Added 5.8%
6,679 $625,000
Q1 2023

May 10, 2023

SELL
$81.64 - $90.01 $307,211 - $338,707
-3,763 Reduced 37.35%
6,313 $554,000
Q4 2022

Feb 06, 2023

BUY
$75.77 - $88.09 $201,623 - $234,407
2,661 Added 35.89%
10,076 $829,000
Q3 2022

Nov 14, 2022

BUY
$75.91 - $92.66 $18,825 - $22,979
248 Added 3.46%
7,415 $563,000
Q2 2022

Jul 28, 2022

BUY
$78.1 - $97.98 $112,073 - $140,601
1,435 Added 25.03%
7,167 $578,000
Q1 2022

May 16, 2022

SELL
$89.45 - $106.35 $18,068 - $21,482
-202 Reduced 3.4%
5,732 $555,000
Q4 2021

Jan 31, 2022

BUY
$95.76 - $106.67 $85,322 - $95,042
891 Added 17.67%
5,934 $630,000
Q3 2021

Oct 29, 2021

BUY
$94.69 - $101.93 $53,310 - $57,386
563 Added 12.57%
5,043 $484,000
Q2 2021

Aug 10, 2021

BUY
$88.83 - $95.54 $53,120 - $57,132
598 Added 15.4%
4,480 $439,000
Q1 2021

Jun 25, 2021

BUY
$81.34 - $87.82 $44,248 - $47,774
544 Added 16.3%
3,882 $341,000
Q4 2020

Jun 25, 2021

BUY
$72.19 - $82.34 $240,970 - $274,850
3,338 New
3,338 $275,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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