Affinity Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Affinity Wealth Management LLC

$616 Million
Q3 2025

A detailed history of Affinity Wealth Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Affinity Wealth Management LLC holds 2,026 shares of SUSA stock, worth $278,190. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,026

Previous 3,406 40.52%

Holding current value

$278,190

Previous $431,000 36.43%

% of portfolio

0.04%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$126.64 - $135.65 $174,763 - $187,197	-1,380 Reduced 40.52%	2,026 $274,000
Q4 2022 Feb 09, 2023	BUY	$75.77 - $88.09 $11,365 - $13,213	150 Added 4.61%	3,406 $280,000
Q4 2020 Feb 12, 2021	BUY	$72.19 - $82.34 $117,525 - $134,049	1,628 Added 100.0%	3,256 $274,000
Q3 2020 Nov 16, 2020	BUY	$67.13 - $78.5 $109,287 - $127,798	1,628 New	1,628 $243,000
Q1 2020 May 15, 2020	SELL	$47.53 - $70.87 $77,378 - $115,376	-1,628 Closed	0 $0

Q3 2019 Nov 13, 2019	BUY	$61.15 - $62.5 $99,552 - $101,750	1,628 New	1,628 $201,000
Q1 2019 May 10, 2019	SELL	N/A	-2,346 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	2,346	2,346 $240,000

Others Institutions Holding SUSA

# of Institutions

559

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

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Affinity Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History