White Lighthouse Investment Management Inc. Ishares Tr Msci Usa Esg Select Transaction History

White Lighthouse Investment Management Inc.

  • $568 Million
  • Q4 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 3,012 shares of SUSA stock, worth $345,867. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,012
Previous 3,154 4.5%
Holding current value
$345,867
Previous $379,000 3.43%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$118.0 - $127.04 $16,756 - $18,039
-142 Reduced 4.5%
3,012 $366,000
Q1 2024

May 07, 2024
SELL
$98.48 - $109.17 $18,317 - $20,305
-186 Reduced 5.57%
3,154 $344,000
Q4 2023

Jan 23, 2024
SELL
$85.36 - $100.86 $4,694 - $5,547
-55 Reduced 1.62%
3,340 $335,000
Q3 2023

Oct 18, 2023
SELL
$89.49 - $97.11 $35,796 - $38,844
-400 Reduced 10.54%
3,395 $305,000
Q1 2023

Apr 20, 2023
BUY
$81.64 - $90.01 $81 - $90
1 Added 0.03%
3,795 $333,000
Q4 2022

Jan 24, 2023
SELL
$75.77 - $88.09 $75,088 - $87,297
-991 Reduced 20.71%
3,794 $0
Q3 2022

Oct 18, 2022
SELL
$75.91 - $92.66 $14,271 - $17,420
-188 Reduced 3.78%
4,785 $363,000
Q2 2022

Jul 20, 2022
BUY
$78.1 - $97.98 $130,583 - $163,822
1,672 Added 50.65%
4,973 $401,000
Q1 2022

Apr 20, 2022
SELL
$89.45 - $106.35 $4,025 - $4,785
-45 Reduced 1.34%
3,301 $320,000
Q4 2021

Jan 12, 2022
BUY
$95.76 - $106.67 $55,636 - $61,975
581 Added 21.01%
3,346 $356,000
Q3 2021

Oct 20, 2021
BUY
$94.69 - $101.93 $4,261 - $4,586
45 Added 1.65%
2,765 $265,000
Q4 2020

Feb 03, 2021
BUY
$72.19 - $82.34 $196,356 - $223,964
2,720 New
2,720 $224,000

Others Institutions Holding SUSA

# of Institutions
523
Shares Held
19.4M
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
Track This Portfolio

Track White Lighthouse Investment Management Inc. Portfolio

Follow White Lighthouse Investment Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email