Winthrop Advisory Group LLC Ishares Tr Msci Usa Esg Select Transaction History

Winthrop Advisory Group LLC

  • $753 Million
  • Q2 2024

A detailed history of Winthrop Advisory Group LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 14,561 shares of SUSA stock, worth $1.67 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
14,561
Previous 14,561 -0.0%
Holding current value
$1.67 Million
Previous $1.64 Million -0.0%
% of portfolio
0.22%
Previous 0.22%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$102.41 - $112.98 $32,156 - $35,475
314 Added 2.2%
14,561 $1.64 Million
Q1 2024

Apr 17, 2024
SELL
$98.48 - $109.17 $113,941 - $126,309
-1,157 Reduced 7.51%
14,247 $1.56 Million
Q4 2023

Jan 10, 2024
SELL
$85.36 - $100.86 $32,778 - $38,730
-384 Reduced 2.43%
15,404 $1.55 Million
Q3 2023

Nov 03, 2023
SELL
$89.49 - $97.11 $44,029 - $47,778
-492 Reduced 3.02%
15,788 $1.42 Million
Q2 2023

Aug 02, 2023
BUY
$85.65 - $93.64 $26,979 - $29,496
315 Added 1.97%
16,280 $1.52 Million
Q1 2023

Apr 17, 2023
SELL
$81.64 - $90.01 $19,593 - $21,602
-240 Reduced 1.48%
15,965 $1.4 Million
Q4 2022

Aug 03, 2023
SELL
$79.35 - $88.09 $5,951 - $6,606
-75 Reduced 0.46%
16,205 $1.33 Million
Q4 2022

Jan 18, 2023
BUY
$79.35 - $88.09 $22,852 - $25,369
288 Added 1.81%
16,205 $1.33 Million
Q3 2022

Nov 04, 2022
BUY
N/A
73 Added 0.46%
15,917 $1.21 Million
Q2 2022

Jul 21, 2022
BUY
N/A
450 Added 2.92%
15,844 $1.28 Million
Q1 2022

Apr 13, 2022
SELL
N/A
-112 Reduced 0.72%
15,394 $1.49 Million
Q4 2021

Jan 12, 2022
BUY
N/A
31 Added 0.2%
15,506 $1.65 Million
Q3 2021

Oct 14, 2021
BUY
N/A
735 Added 4.99%
15,475 $1.49 Million
Q2 2021

Jul 14, 2021
BUY
N/A
183 Added 1.26%
14,740 $1.41 Million
Q1 2021

Apr 23, 2021
BUY
N/A
604 Added 4.33%
14,557 $1.28 Million
Q4 2020

Jan 25, 2021
BUY
N/A
7,637 Added 120.92%
13,953 $1.15 Million
Q3 2020

Oct 20, 2020
BUY
N/A
438 Added 7.45%
6,316 $936,000
Q2 2020

Jul 17, 2020
BUY
N/A
428 Added 7.85%
5,878 $789,000
Q1 2020

Apr 17, 2020
BUY
N/A
2,224 Added 68.94%
5,450 $598,000
Q4 2019

Jan 06, 2020
BUY
N/A
210 Added 6.96%
3,226 $432,000
Q3 2019

Oct 10, 2019
BUY
N/A
10 Added 0.33%
3,016 $373,000
Q2 2019

Jul 17, 2019
BUY
N/A
715 Added 31.21%
3,006 $366,000
Q1 2019

Apr 23, 2019
BUY
N/A
103 Added 4.71%
2,291 $273,000
Q4 2018

Jan 15, 2019
BUY
N/A
2,188 New
2,188 $226,000

Others Institutions Holding SUSA

# of Institutions
490
Shares Held
19M
Call Options Held
200
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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