Sage View Advisory Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 30,398 shares of SUSA stock, worth $4.17 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
30,398
Previous 30,270 0.42%
Holding current value
$4.17 Million
Previous $3.93 Billion 4.99%
% of portfolio
0.14%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$126.64 - $135.65 $16,209 - $17,363
128 Added 0.42%
30,398 $4.12 Billion
Q2 2025

Aug 13, 2025
SELL
$101.97 - $126.75 $60,162 - $74,782
-590 Reduced 1.91%
30,270 $3.93 Billion
Q1 2025

May 19, 2025
SELL
$113.22 - $126.36 $1.67 Million - $1.87 Million
-14,793 Reduced 32.4%
30,860 $3.54 Billion
Q4 2024

Feb 13, 2025
SELL
$118.0 - $127.04 $50,268 - $54,119
-426 Reduced 0.92%
45,653 $5.55 Billion
Q3 2024

Nov 14, 2024
SELL
$108.44 - $120.37 $234,121 - $259,878
-2,159 Reduced 4.48%
46,079 $5.55 Billion
Q2 2024

Aug 14, 2024
BUY
$102.41 - $112.98 $4.94 Million - $5.45 Million
48,238 New
48,238 $5.42 Billion
Q4 2023

Feb 09, 2024
BUY
$85.36 - $100.86 $464,016 - $548,274
5,436 Added 9.85%
60,633 $6.25 Billion
Q3 2023

Nov 02, 2023
SELL
$89.49 - $97.11 $226,499 - $245,785
-2,531 Reduced 4.38%
55,197 $4.97 Billion
Q2 2023

Aug 11, 2023
SELL
$85.65 - $93.64 $157,767 - $172,484
-1,842 Reduced 3.09%
57,728 $5.41 Billion
Q1 2023

May 01, 2023
SELL
$81.64 - $90.01 $83,354 - $91,900
-1,021 Reduced 1.69%
59,570 $5.23 Billion
Q4 2022

Feb 14, 2023
BUY
$75.77 - $88.09 $4.59 Million - $5.34 Million
60,591 New
60,591 $4.99 Billion

Others Institutions Holding SUSA

# of Institutions
559
Shares Held
17.1M
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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