A detailed history of West Coast Financial LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, West Coast Financial LLC holds 3,999 shares of SUSA stock, worth $502,194. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,999
Previous 3,999 -0.0%
Holding current value
$502,194
Previous $449,000 7.13%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

SELL
$98.48 - $109.17 $4,924 - $5,458
-50 Reduced 1.23%
3,999 $436,000
Q4 2023

Jan 11, 2024

SELL
$85.36 - $100.86 $90,908 - $107,415
-1,065 Reduced 20.83%
4,049 $406,000
Q3 2023

Nov 02, 2023

SELL
$89.49 - $97.11 $4,474 - $4,855
-50 Reduced 0.97%
5,114 $460,000
Q2 2023

Aug 08, 2023

SELL
$85.65 - $93.64 $1,713 - $1,872
-20 Reduced 0.39%
5,164 $483,000
Q1 2023

May 08, 2023

BUY
$81.64 - $90.01 $423,221 - $466,611
5,184 New
5,184 $454,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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