Bartlett & Co. LLC Ishares Tr Msci Usa Esg Select Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

A detailed history of Bartlett & Co. LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Bartlett & Co. LLC holds 2,820 shares of SUSA stock, worth $321,903. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,820

Previous 2,820 -0.0%

Holding current value

$321,903

Previous $255,000 11.37%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 04, 2023	SELL	$75.77 - $88.09 $15,154 - $17,618	-200 Reduced 6.62%	2,820 $232,000
Q3 2022 Oct 17, 2022	SELL	$75.91 - $92.66 $2,049 - $2,501	-27 Reduced 0.89%	3,020 $229,000
Q2 2022 Aug 02, 2022	SELL	$78.1 - $97.98 $3,124 - $3,919	-40 Reduced 1.3%	3,047 $246,000
Q3 2021 Oct 15, 2021	SELL	$94.69 - $101.93 $22,252 - $23,953	-235 Reduced 7.07%	3,087 $296,000
Q2 2021 Jul 19, 2021	SELL	$88.83 - $95.54 $2,487 - $2,675	-28 Reduced 0.84%	3,322 $317,000
Q1 2021 Apr 19, 2021	SELL	$81.34 - $87.82 $4,067 - $4,391	-50 Reduced 1.47%	3,350 $294,000
Q4 2020 Jan 20, 2021	BUY	$72.19 - $82.34 $122,723 - $139,978	1,700 Added 100.0%	3,400 $280,000
Q3 2020 Oct 20, 2020	SELL	$67.13 - $78.5 $5,034 - $5,887	-75 Reduced 4.23%	1,700 $0
Q2 2020 Aug 03, 2020	SELL	$52.49 - $69.03 $8,660 - $11,389	-165 Reduced 8.51%	1,775 $237,000
Q3 2019 Nov 04, 2019	SELL	$61.15 - $62.5 $1.16 Million - $1.19 Million	-18,964 Reduced 90.72%	1,940 $240,000
Q2 2019 Jul 24, 2019	BUY	N/A	1,735 Added 9.05%	20,904 $2.55 Million
Q1 2019 Apr 23, 2019	BUY	N/A	2,128 Added 12.49%	19,169 $0
Q4 2018 Jan 23, 2019	BUY	N/A	295 Added 1.76%	17,041 $1.76 Million
Q3 2018 Oct 15, 2018	BUY	N/A	1,890 Added 12.72%	16,746 $2 Million
Q2 2018 Jul 31, 2018	BUY	N/A	1,645 Added 12.45%	14,856 $1.68 Million
Q1 2018 Apr 25, 2018	BUY	N/A	90 Added 0.69%	13,211 $1.47 Million
Q4 2017 Jan 19, 2018	BUY	N/A	8,601 Added 190.29%	13,121 $1.46 Million
Q3 2017 Oct 23, 2017	BUY	N/A	4,520	4,520 $472,000

Others Institutions Holding SUSA

# of Institutions

524

Shares Held

19.1M

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 Bartlett & Co. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. LLC with notifications on news.

Account