Beacon Pointe Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 8,127 shares of SUSA stock, worth $1.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,127
Previous 8,667 6.23%
Holding current value
$1.01 Million
Previous $1.04 Million 5.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 14, 2025
SELL
$118.0 - $127.04 $63,720 - $68,601
-540 Reduced 6.23%
8,127 $988,000
Q3 2024

Nov 14, 2024
SELL
$108.44 - $120.37 $76,667 - $85,101
-707 Reduced 7.54%
8,667 $1.04 Million
Q2 2024

Aug 12, 2024
SELL
$102.41 - $112.98 $1,228 - $1,355
-12 Reduced 0.13%
9,374 $1.05 Million
Q1 2024

May 14, 2024
BUY
$98.48 - $109.17 $108,032 - $119,759
1,097 Added 13.23%
9,386 $1.02 Million
Q4 2023

Feb 08, 2024
SELL
$85.36 - $100.86 $619,542 - $732,041
-7,258 Reduced 46.68%
8,289 $833,000
Q3 2023

Nov 14, 2023
BUY
$89.49 - $97.11 $319,658 - $346,876
3,572 Added 29.83%
15,547 $1.4 Million
Q2 2023

Aug 11, 2023
SELL
$85.65 - $93.64 $626,358 - $684,789
-7,313 Reduced 37.91%
11,975 $1.12 Million
Q1 2023

May 12, 2023
BUY
$81.64 - $90.01 $591,236 - $651,852
7,242 Added 60.12%
19,288 $1.69 Million
Q4 2022

Feb 14, 2023
SELL
$75.77 - $88.09 $96,227 - $111,874
-1,270 Reduced 9.54%
12,046 $991,000
Q3 2022

Nov 09, 2022
SELL
$75.91 - $92.66 $51,998 - $63,472
-685 Reduced 4.89%
13,316 $1.01 Million
Q2 2022

Aug 11, 2022
SELL
$78.1 - $97.98 $51,233 - $64,274
-656 Reduced 4.48%
14,001 $1.13 Million
Q1 2022

May 17, 2022
BUY
$89.45 - $106.35 $1.31 Million - $1.56 Million
14,657 New
14,657 $1.42 Million

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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email