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

White Lighthouse Investment Management Inc.

$613 Million
Q2 2025

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 2,297 shares of SUSA stock, worth $313,701. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,297

Previous 3,012 23.74%

Holding current value

$313,701

Previous $345,000 15.65%

% of portfolio

0.05%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$101.97 - $126.75 $72,908 - $90,626	-715 Reduced 23.74%	2,297 $291,000
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

544

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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