Big Sur Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q3 2025

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 32,000 shares of SUSA stock, worth $4.39 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
32,000
Previous 32,000 -0.0%
Holding current value
$4.39 Million
Previous $4.06 Million 7.0%
% of portfolio
1.15%
Previous 1.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Jan 22, 2021
BUY
$72.19 - $82.34 $1.16 Million - $1.32 Million
16,000 Added 100.0%
32,000 $2.64 Million
Q2 2020

Jul 31, 2020
BUY
$52.49 - $69.03 $839,840 - $1.1 Million
16,000 New
16,000 $2.14 Million

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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