Baldrige Asset Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Baldrige Asset Management LLC

  • $244 Million
  • Q1 2023

A detailed history of Baldrige Asset Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Baldrige Asset Management LLC holds 2,355 shares of SUSA stock, worth $323,365. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,355
Previous 2,332 0.99%
Holding current value
$323,365
Previous $192,000 7.81%
% of portfolio
0.08%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 17, 2023
BUY
$81.64 - $90.01 $1,877 - $2,070
23 Added 0.99%
2,355 $207,000
Q4 2022

Jan 13, 2023
BUY
$75.77 - $88.09 $9,016 - $10,482
119 Added 5.38%
2,332 $192,000
Q2 2022

Jul 12, 2022
SELL
$78.1 - $97.98 $66,541 - $83,478
-852 Reduced 27.8%
2,213 $179,000
Q1 2022

Apr 26, 2022
BUY
$89.45 - $106.35 $2,951 - $3,509
33 Added 1.09%
3,065 $297,000
Q3 2021

Oct 22, 2021
BUY
$94.69 - $101.93 $30,490 - $32,821
322 Added 11.88%
3,032 $291,000
Q2 2021

Aug 03, 2021
BUY
$88.83 - $95.54 $6,839 - $7,356
77 Added 2.92%
2,710 $259,000
Q1 2021

Apr 14, 2021
BUY
$81.34 - $87.82 $214,168 - $231,230
2,633 New
2,633 $231,000

Others Institutions Holding SUSA

# of Institutions
568
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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