Willow Creek Wealth Management Inc. Ishares Tr Msci Usa Esg Select Transaction History

Willow Creek Wealth Management Inc.

  • $782 Million
  • Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 7,959 shares of SUSA stock, worth $990,975. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,959
Previous 7,959 -0.0%
Holding current value
$990,975
Previous $716,000 11.59%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 20, 2023
SELL
$89.49 - $97.11 $11,365 - $12,332
-127 Reduced 1.57%
7,959 $716,000
Q2 2023

Aug 28, 2023
SELL
$85.65 - $93.64 $12,333 - $13,484
-144 Reduced 1.75%
8,086 $757,000
Q4 2022

Mar 01, 2023
BUY
$75.77 - $88.09 $623,587 - $724,980
8,230 New
8,230 $677,000

Others Institutions Holding SUSA

# of Institutions
503
Shares Held
18.9M
Call Options Held
100
Put Options Held
100
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 Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth 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 Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email