Western Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Western Wealth Management, LLC

  • $1.46 Billion
  • Q1 2025

A detailed history of Western Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Western Wealth Management, LLC holds 3,842 shares of SUSA stock, worth $436,489. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,842
Previous 3,839 0.08%
Holding current value
$436,489
Previous $466,000 5.36%
% of portfolio
0.03%
Previous 0.03%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$113.22 - $126.36 $339 - $379
3 Added 0.08%
3,842 $441,000
Q4 2024

Apr 15, 2025
BUY
$118.0 - $127.04 $453,002 - $487,706
3,839 New
3,839 $466,000
Q3 2024

Nov 12, 2024
SELL
$108.44 - $120.37 $9,759 - $10,833
-90 Reduced 2.02%
4,375 $526,000
Q2 2024

Jul 19, 2024
SELL
$102.41 - $112.98 $91,861 - $101,343
-897 Reduced 16.73%
4,465 $501,000
Q1 2024

May 02, 2024
SELL
$98.48 - $109.17 $5,120 - $5,676
-52 Reduced 0.96%
5,362 $585,000
Q4 2023

Jan 31, 2024
BUY
$85.36 - $100.86 $32,010 - $37,822
375 Added 7.44%
5,414 $544,000
Q3 2023

Nov 07, 2023
BUY
$89.49 - $97.11 $7,427 - $8,060
83 Added 1.67%
5,039 $453,000
Q2 2023

Aug 30, 2023
BUY
$85.65 - $93.64 $171 - $187
2 Added 0.04%
4,956 $464,000
Q1 2023

Aug 30, 2023
BUY
$81.64 - $90.01 $326 - $360
4 Added 0.08%
4,954 $434,000
Q4 2022

Feb 02, 2023
SELL
$75.77 - $88.09 $436,586 - $507,574
-5,762 Reduced 53.79%
4,950 $407,000
Q3 2022

Nov 04, 2022
BUY
$75.91 - $92.66 $1,670 - $2,038
22 Added 0.21%
10,712 $813,000
Q2 2022

Jul 18, 2022
BUY
$78.1 - $97.98 $390 - $489
5 Added 0.05%
10,690 $862,000
Q1 2022

May 10, 2022
BUY
$89.45 - $106.35 $407,265 - $484,211
4,553 Added 74.25%
10,685 $1.03 Million
Q4 2021

Feb 14, 2022
SELL
$95.76 - $106.67 $59,945 - $66,775
-626 Reduced 9.26%
6,132 $650,000
Q2 2021

Aug 09, 2021
BUY
$88.83 - $95.54 $977 - $1,050
11 Added 0.16%
6,758 $645,000
Q1 2021

May 14, 2021
BUY
$81.34 - $87.82 $16,512 - $17,827
203 Added 3.1%
6,747 $592,000
Q4 2020

Feb 10, 2021
BUY
$72.19 - $82.34 $260,172 - $296,753
3,604 Added 122.59%
6,544 $539,000
Q3 2020

Oct 27, 2020
BUY
$67.13 - $78.5 $26,113 - $30,536
389 Added 15.25%
2,940 $433,000
Q4 2019

Feb 10, 2020
BUY
$59.6 - $67.25 $12,992 - $14,660
218 Added 9.34%
2,551 $342,000
Q3 2019

Nov 08, 2019
SELL
$61.15 - $62.5 $3,669 - $3,750
-60 Reduced 2.51%
2,333 $289,000
Q2 2019

Aug 06, 2019
BUY
N/A
428 Added 21.78%
2,393 $292,000
Q1 2019

May 10, 2019
SELL
N/A
-130 Reduced 6.21%
1,965 $233,000
Q4 2018

Feb 15, 2019
BUY
N/A
2,095 New
2,095 $215,000

Others Institutions Holding SUSA

# of Institutions
523
Shares Held
19.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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