Sunbelt Securities, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Sunbelt Securities, Inc.

$1.03 Billion
Q4 2024

A detailed history of Sunbelt Securities, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 1,714 shares of SUSA stock, worth $206,417. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,714

Previous 1,718 0.23%

Holding current value

$206,417

Previous $206,000 0.97%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$118.0 - $127.04 $472 - $508	-4 Reduced 0.23%	1,714 $208,000
Q3 2024 Nov 18, 2024	SELL	$108.44 - $120.37 $2,277 - $2,527	-21 Reduced 1.21%	1,718 $206,000
Q2 2024 Aug 15, 2024	SELL	$102.41 - $112.98 $2,048 - $2,259	-20 Reduced 1.14%	1,739 $195,000
Q1 2024 Apr 15, 2024	SELL	$98.48 - $109.17 $5,810 - $6,441	-59 Reduced 3.25%	1,759 $192,000
Q4 2023 Feb 14, 2024	SELL	$85.36 - $100.86 $6,316 - $7,463	-74 Reduced 3.91%	1,818 $182,000
Q3 2023 Dec 11, 2023	SELL	$89.49 - $97.11 $11,991 - $13,012	-134 Reduced 6.61%	1,892 $170,000
Q2 2023 Aug 15, 2023	SELL	$85.65 - $93.64 $10,192 - $11,143	-119 Reduced 5.55%	2,026 $189,000
Q1 2023 May 17, 2023	BUY	$81.64 - $90.01 $175,117 - $193,071	2,145 New	2,145 $188,000
Q2 2022 Oct 03, 2022	SELL	$78.1 - $97.98 $191,579 - $240,344	-2,453 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$89.45 - $106.35 $1,789 - $2,127	20 Added 0.82%	2,453 $241,000
Q4 2021 Feb 14, 2022	SELL	$95.76 - $106.67 $67,989 - $75,735	-710 Reduced 22.59%	2,433 $238,000
Q2 2021 Jul 29, 2021	BUY	$88.83 - $95.54 $279,192 - $300,282	3,143 New	3,143 $302,000

Others Institutions Holding SUSA

# of Institutions

523

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Sunbelt Securities, Inc. Ishares Tr Msci Usa Esg Select Transaction History