Arete Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 1,804 shares of SUSA stock, worth $225,229. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,804
Previous 1,966 8.24%
Holding current value
$225,229
Previous $235,000 6.38%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$118.0 - $127.04 $19,116 - $20,580
-162 Reduced 8.24%
1,804 $220,000
Q3 2024

Nov 14, 2024
SELL
$108.44 - $120.37 $36,544 - $40,564
-337 Reduced 14.63%
1,966 $235,000
Q2 2024

Aug 13, 2024
BUY
$102.41 - $112.98 $235,850 - $260,192
2,303 New
2,303 $259,000
Q4 2023

Feb 14, 2024
BUY
$85.36 - $100.86 $305,844 - $361,381
3,583 New
3,583 $360,000
Q2 2023

Aug 09, 2023
SELL
$85.65 - $93.64 $132,329 - $144,673
-1,545 Reduced 29.69%
3,659 $343,000
Q1 2023

May 01, 2023
SELL
$81.64 - $90.01 $70,210 - $77,408
-860 Reduced 14.18%
5,204 $456,000
Q4 2022

Feb 06, 2023
SELL
$75.77 - $88.09 $71,148 - $82,716
-939 Reduced 13.41%
6,064 $499,000
Q3 2022

Nov 07, 2022
SELL
$75.91 - $92.66 $23,683 - $28,909
-312 Reduced 4.27%
7,003 $532,000
Q2 2022

Aug 15, 2022
BUY
$78.1 - $97.98 $134,800 - $169,113
1,726 Added 30.88%
7,315 $369,000
Q1 2022

May 06, 2022
BUY
$89.45 - $106.35 $92,401 - $109,859
1,033 Added 22.67%
5,589 $541,000
Q4 2021

Feb 07, 2022
BUY
$95.76 - $106.67 $94,898 - $105,709
991 Added 27.8%
4,556 $485,000
Q3 2021

Nov 15, 2021
BUY
$94.69 - $101.93 $42,042 - $45,256
444 Added 14.23%
3,565 $342,000
Q2 2021

Aug 09, 2021
BUY
$88.83 - $95.54 $57,739 - $62,101
650 Added 26.31%
3,121 $298,000
Q1 2021

May 10, 2021
BUY
$81.34 - $87.82 $200,991 - $217,003
2,471 New
2,471 $217,000

Others Institutions Holding SUSA

# of Institutions
527
Shares Held
19.2M
Call Options Held
100
Put Options Held
100
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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