Aptus Capital Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Aptus Capital Advisors, LLC

$8.9 Billion
Q4 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 11,821 shares of SUSA stock, worth $1.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,821

Previous 12,100 2.31%

Holding current value

$1.37 Million

Previous $1.46 Million 1.3%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$118.0 - $127.04 $32,922 - $35,444	-279 Reduced 2.31%	11,821 $1.44 Million
Q1 2024 May 15, 2024	BUY	$98.48 - $109.17 $1.14 Million - $1.26 Million	11,574 Added 2200.38%	12,100 $1.32 Million
Q1 2021 May 06, 2021	SELL	$81.34 - $87.82 $14,641 - $15,807	-180 Reduced 25.5%	526 $46,000
Q4 2020 Feb 10, 2021	BUY	$72.19 - $82.34 $25,483 - $29,066	353 Added 100.0%	706 $58,000
Q3 2020 Oct 19, 2020	BUY	$67.13 - $78.5 $3,692 - $4,317	55 Added 18.46%	353 $51,000
Q2 2020 Jul 22, 2020	BUY	$52.49 - $69.03 $1,837 - $2,416	35 Added 13.31%	298 $39,000
Q4 2019 Feb 10, 2020	BUY	$59.6 - $67.25 $2,086 - $2,353	35 Added 15.35%	263 $35,000
Q3 2019 Nov 12, 2019	BUY	$61.15 - $62.5 $13,942 - $14,250	228 New	228 $28,000

Others Institutions Holding SUSA

# of Institutions

525

Shares Held

19.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Account

Aptus Capital Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History