Aprio Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Aprio Wealth Management, LLC

  • $902 Million
  • Q3 2025

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 17,691 shares of SUSA stock, worth $2.43 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
17,691
Previous 17,592 0.56%
Holding current value
$2.43 Million
Previous $2.23 Million 7.63%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Nov 12, 2025
BUY
$126.64 - $135.65 $12,537 - $13,429
99 Added 0.56%
17,691 $2.4 Million
Q2 2025

Aug 14, 2025
SELL
$101.97 - $126.75 $24,370 - $30,293
-239 Reduced 1.34%
17,592 $2.23 Million
Q1 2025

May 15, 2025
BUY
$113.22 - $126.36 $1,924 - $2,148
17 Added 0.1%
17,831 $2.05 Million
Q4 2024

Jan 10, 2025
BUY
$118.0 - $127.04 $288,628 - $310,739
2,446 Added 15.92%
17,814 $2.17 Million
Q3 2024

Oct 07, 2024
BUY
$108.44 - $120.37 $13,555 - $15,046
125 Added 0.82%
15,368 $1.85 Million
Q2 2024

Jul 10, 2024
BUY
$102.41 - $112.98 $9,012 - $9,942
88 Added 0.58%
15,243 $1.71 Million
Q1 2024

Apr 10, 2024
SELL
$98.48 - $109.17 $40,376 - $44,759
-410 Reduced 2.63%
15,155 $1.65 Million
Q4 2023

Jan 17, 2024
BUY
$85.36 - $100.86 $121,467 - $143,523
1,423 Added 10.06%
15,565 $1.56 Million
Q3 2023

Oct 10, 2023
BUY
$89.49 - $97.11 $29,531 - $32,046
330 Added 2.39%
14,142 $1.27 Million
Q2 2023

Jul 13, 2023
SELL
$85.65 - $93.64 $42,396 - $46,351
-495 Reduced 3.46%
13,812 $1.29 Million
Q1 2023

Apr 14, 2023
BUY
$81.64 - $90.01 $209,080 - $230,515
2,561 Added 21.8%
14,307 $1.26 Million
Q4 2022

Jan 11, 2023
BUY
$75.77 - $88.09 $455,150 - $529,156
6,007 Added 104.67%
11,746 $0
Q3 2022

Oct 13, 2022
BUY
$75.91 - $92.66 $435,647 - $531,775
5,739 New
5,739 $436,000

Others Institutions Holding SUSA

# of Institutions
561
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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