Wilbanks Smith & Thomas Asset Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Wilbanks Smith & Thomas Asset Management LLC

  • $3.54 Billion
  • Q1 2024

A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 3,303 shares of SUSA stock, worth $396,426. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,303
Holding current value
$396,426
% of portfolio
0.01%

Shares

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

May 07, 2024
BUY
$98.48 - $109.17 $325,279 - $360,588
3,303 New
3,303 $360,000
Q4 2019

Feb 13, 2020
SELL
$59.6 - $67.25 $143,218 - $161,601
-2,403 Closed
0 $0
Q1 2019

May 13, 2019
BUY
N/A
2,403 New
2,403 $0
Q4 2018

Feb 08, 2019
SELL
N/A
-2,115 Closed
0 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-25 Reduced 1.17%
2,115 $252,000
Q2 2018

Aug 08, 2018
BUY
N/A
12 Added 0.56%
2,140 $241,000
Q1 2018

May 15, 2018
BUY
N/A
2,128 New
2,128 $236,000

Others Institutions Holding SUSA

# of Institutions
525
Shares Held
19.2M
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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