Axis Wealth Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History

Axis Wealth Partners, LLC

  • $181 Billion
  • Q4 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 2,122 shares of SUSA stock, worth $291,371. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,122
Previous 2,117 0.24%
Holding current value
$291,371
Previous $287 Million 2.96%
% of portfolio
0.16%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 30, 2026
BUY
$132.94 - $139.8 $664 - $699
5 Added 0.24%
2,122 $296 Million
Q3 2025

Oct 24, 2025
SELL
$126.64 - $135.65 $6,965 - $7,460
-55 Reduced 2.53%
2,117 $287 Million
Q2 2025

Jul 15, 2025
BUY
$101.97 - $126.75 $1,937 - $2,408
19 Added 0.88%
2,172 $275 Million
Q1 2025

Apr 28, 2025
BUY
$113.22 - $126.36 $226 - $252
2 Added 0.09%
2,153 $247 Million
Q4 2024

Feb 07, 2025
BUY
$118.0 - $127.04 $253,818 - $273,263
2,151 New
2,151 $262 Million

Others Institutions Holding SUSA

# of Institutions
569
Shares Held
16.6M
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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